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
$4.94B
AUM Growth
+$96.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$20.4M
3
+$19.8M
4
YHOO
Yahoo Inc
YHOO
+$14.2M
5
UPS icon
United Parcel Service
UPS
+$13.7M

Top Sells

1
+$36.9M
2
+$32.9M
3
+$19.5M
4
MCK icon
McKesson
MCK
+$19.3M
5
MTB icon
M&T Bank
MTB
+$17.1M

Sector Composition

1 Financials 19.92%
2 Healthcare 13.93%
3 Consumer Discretionary 10.9%
4 Technology 9.28%
5 Communication Services 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$292K 0.01%
1,906
-57
277
$289K 0.01%
1,565
-50
278
$288K 0.01%
10,440
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279
$288K 0.01%
3,250
-100
280
$281K 0.01%
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281
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2,980
282
$272K 0.01%
3,489
283
$265K 0.01%
30,369
-7,470
284
$262K 0.01%
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285
$261K 0.01%
1,600
-100
286
$260K 0.01%
6,037
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287
$258K 0.01%
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288
$258K 0.01%
2,904
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289
$253K 0.01%
2,265
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290
$252K 0.01%
15,768
291
$246K 0.01%
5,000
292
$242K ﹤0.01%
8,950
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293
$241K ﹤0.01%
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294
$235K ﹤0.01%
+4,018
295
$232K ﹤0.01%
3,300
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296
$229K ﹤0.01%
+3,000
297
$224K ﹤0.01%
+1,054
298
$213K ﹤0.01%
13,471
+511
299
$212K ﹤0.01%
10,000
300
$211K ﹤0.01%
+1,500
10 11
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