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
$2.81B
AUM Growth
-$1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$18.3M
3
+$5.96M
4
BA icon
Boeing
BA
+$2.04M
5
DRI icon
Darden Restaurants
DRI
+$1.55M

Top Sells

1
+$50M
2
+$28.8M
3
+$27.2M
4
SYY icon
Sysco
SYY
+$24.6M
5
KSS icon
Kohl's
KSS
+$23.2M

Sector Composition

1 Financials 18.98%
2 Healthcare 15.34%
3 Communication Services 10.02%
4 Technology 8.82%
5 Consumer Discretionary 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$170K 0.01%
3,248
-64
277
$163K 0.01%
10,118
+239
278
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-207,228
279
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280
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-29,880
281
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-6,125
282
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-6,000
283
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-290,894
284
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-29,588
285
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0
286
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-17,300
287
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288
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-33,193
289
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-174,687
290
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-49,111
291
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-12,557
8 9 10 11
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