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
$3.95B
AUM Growth
-$779M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$32.3M
2
+$17.7M
3
+$17.4M
4
SHEL icon
Shell
SHEL
+$16.4M
5
COLD icon
Americold
COLD
+$15.4M

Top Sells

1
+$36.8M
2
+$27.8M
3
+$23.8M
4
HPP
Hudson Pacific Properties
HPP
+$23.8M
5
GXO icon
GXO Logistics
GXO
+$17.3M

Sector Composition

1 Financials 16.01%
2 Industrials 15.92%
3 Technology 12.85%
4 Consumer Discretionary 9.72%
5 Healthcare 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-69,122
277
– –
-65,230
278
– –
-596
279
– –
-416
280
– –
-56,251
8 9 10 11
12