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
$3.58B
AUM Growth
-$277M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1 +$123M
2 +$30.9M
3 +$17.9M
4
KVUE icon
Kenvue
KVUE
+$15.4M
5
BIO icon
Bio-Rad Laboratories Class A
BIO
+$9.6M

Top Sells

1 +$50.2M
2 +$48.4M
3 +$32.7M
4
IFF icon
International Flavors & Fragrances
IFF
+$25.3M
5
SEDG icon
SolarEdge
SEDG
+$24.5M

Sector Composition

1 Industrials 16.7%
2 Financials 15.14%
3 Technology 11.81%
4 Healthcare 10.94%
5 Energy 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-1,781
277
-6,155