ACA

Anchor Capital Advisors Portfolio holdings

AUM $3.46B
1-Year Est. Return 9.98%
This Quarter Est. Return
1 Year Est. Return
+9.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.02B
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$44M
2
+$38.6M
3
+$34.8M
4
VZ icon
Verizon
VZ
+$26.1M
5
APA icon
APA Corp
APA
+$9.54M

Top Sells

1
+$79.9M
2
+$51.6M
3
+$18.5M
4
VOD icon
Vodafone
VOD
+$15.4M
5
NI icon
NiSource
NI
+$14.4M

Sector Composition

1 Financials 19.26%
2 Healthcare 13.63%
3 Consumer Discretionary 11.37%
4 Technology 10.6%
5 Communication Services 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$298K 0.01%
7,300
277
$296K 0.01%
2,980
278
$294K 0.01%
8,480
279
$283K 0.01%
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280
$279K 0.01%
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281
$278K 0.01%
9,250
282
$270K 0.01%
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283
$270K 0.01%
1,600
284
$268K 0.01%
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285
$260K 0.01%
11,351
-3,070
286
$260K 0.01%
2,648
287
$260K 0.01%
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288
$256K 0.01%
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289
$250K 0.01%
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290
$246K ﹤0.01%
3,729
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291
$246K ﹤0.01%
9,338
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292
$245K ﹤0.01%
5,000
293
$244K ﹤0.01%
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294
$243K ﹤0.01%
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295
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17,097
+2,000
296
$227K ﹤0.01%
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297
$226K ﹤0.01%
4,000
-300
298
$223K ﹤0.01%
1,700
299
$223K ﹤0.01%
+11,217
300
$223K ﹤0.01%
3,188
-64
9 10 11
12
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