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
$2.74B
AUM Growth
-$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1 +$20.9M
2 +$18.9M
3 +$14.3M
4
HBAN icon
Huntington Bancshares
HBAN
+$12.3M
5
DXC icon
DXC Technology
DXC
+$10.5M

Top Sells

1 +$44.6M
2 +$23M
3 +$21.3M
4
SYF icon
Synchrony
SYF
+$20.1M
5
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$20.1M

Sector Composition

1 Financials 19.36%
2 Healthcare 13.58%
3 Technology 9.96%
4 Communication Services 9.26%
5 Consumer Staples 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-318,925
277
-8,070
278
-9,508
279
-40,483
280
-710,374
281
-28,700
282
-1,102,859
283
-30,031
284
-55,593