ACA

Anchor Capital Advisors Portfolio holdings

AUM $3.41B
1-Year Est. Return 14.91%
This Quarter Est. Return
1 Year Est. Return
+14.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.04B
AUM Growth
+$399M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$66.1M
2
+$34.8M
3
+$29.7M
4
DOX icon
Amdocs
DOX
+$29.7M
5
EXPD icon
Expeditors International
EXPD
+$25.3M

Top Sells

1
+$60.8M
2
+$42.8M
3
+$30.5M
4
SRE icon
Sempra
SRE
+$25.3M
5
CVC
CABLEVISION SYS CP NY GRP CL-A
CVC
+$18.6M

Sector Composition

1 Financials 18.74%
2 Healthcare 12.6%
3 Technology 12.04%
4 Consumer Discretionary 12%
5 Utilities 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$281K 0.01%
8,480
277
$275K 0.01%
3,252
-176
278
$271K 0.01%
2,980
-1,500
279
$270K 0.01%
7,300
280
$265K 0.01%
4,300
+250
281
$264K 0.01%
5,600
-56
282
$255K 0.01%
+5,000
283
$254K 0.01%
9,250
284
$251K 0.01%
4,540
285
$242K ﹤0.01%
12,267
286
$241K ﹤0.01%
1,600
287
$236K ﹤0.01%
+4,900
288
$235K ﹤0.01%
4,300
289
$234K ﹤0.01%
6,465
-1,223
290
$233K ﹤0.01%
11,500
291
$232K ﹤0.01%
+2,987
292
$231K ﹤0.01%
4,917
-600
293
$231K ﹤0.01%
9,913
-1,912
294
$223K ﹤0.01%
3,875
+146
295
$222K ﹤0.01%
2,648
-24
296
$213K ﹤0.01%
3,350
297
$206K ﹤0.01%
5,000
-1,350
298
$201K ﹤0.01%
1,700
299
$191K ﹤0.01%
15,097
300
$177K ﹤0.01%
+15,158
9 10 11
12
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