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
$4.74M
AUM Growth
-$2.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$940K
3
+$39.3K
4
HUBB icon
Hubbell
HUBB
+$23.6K
5
FHB icon
First Hawaiian
FHB
+$22.3K

Top Sells

1
+$35.5M
2
+$24.1M
3
+$22.1M
4
NFG icon
National Fuel Gas
NFG
+$13.9M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$8.08M

Sector Composition

1 Financials 10.67%
2 Industrials 8.23%
3 Healthcare 7.28%
4 Technology 6.25%
5 Consumer Staples 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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288
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