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
$3.86B
AUM Growth
+$73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1 +$40.3M
2 +$39.1M
3 +$37M
4
NSA icon
National Storage Affiliates Trust
NSA
+$35.1M
5
BIO icon
Bio-Rad Laboratories Class A
BIO
+$27.5M

Top Sells

1 +$25.9M
2 +$21.8M
3 +$21.6M
4
DG icon
Dollar General
DG
+$21.5M
5
UI icon
Ubiquiti
UI
+$16.1M

Sector Composition

1 Industrials 18.92%
2 Financials 15.18%
3 Technology 13.07%
4 Healthcare 10.55%
5 Utilities 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-69,305
277
-3,544
278
-18,756