ACA

Anchor Capital Advisors Portfolio holdings

AUM $3.45B
1-Year Est. Return 15.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.48%
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
+$26M
2
+$19.6M
3
+$19.4M
4
YHOO
Yahoo Inc
YHOO
+$13.3M
5
UPS icon
United Parcel Service
UPS
+$13M

Top Sells

1
+$35.4M
2
+$32.2M
3
+$19.5M
4
MCK icon
McKesson
MCK
+$18.9M
5
MTB icon
M&T Bank
MTB
+$16.7M

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
+800
279
$288K 0.01%
3,250
-100
280
$281K 0.01%
2,239
-325
281
$273K 0.01%
2,980
282
$272K 0.01%
3,489
283
$265K 0.01%
30,369
-7,470
284
$262K 0.01%
7,240
285
$261K 0.01%
1,600
-100
286
$260K 0.01%
6,037
+15
287
$258K 0.01%
3,936
288
$258K 0.01%
2,904
-35
289
$253K 0.01%
2,265
-560
290
$252K 0.01%
15,768
291
$246K 0.01%
5,000
292
$242K ﹤0.01%
8,950
+140
293
$241K ﹤0.01%
+2,525
294
$235K ﹤0.01%
+4,018
295
$232K ﹤0.01%
3,300
-700
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
12
13 14