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
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$42.2M
3
+$28.1M
4
HSY icon
Hershey
HSY
+$26.8M
5
SYF icon
Synchrony
SYF
+$18.4M

Top Sells

1
+$51.4M
2
+$40.2M
3
+$31.8M
4
DD
Du Pont De Nemours E I
DD
+$26.5M
5
SPLS
Staples Inc
SPLS
+$22.9M

Sector Composition

1 Financials 20.27%
2 Healthcare 14.71%
3 Communication Services 10.31%
4 Consumer Discretionary 10.23%
5 Technology 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-3,680
302
– –
-13,374
303
– –
-21,420
304
– –
-22,762
305
– –
-22,745
306
– –
-24,107
307
– –
-4,508
308
– –
-1,048
309
– –
-6,362
310
– –
-20,057
311
– –
-80,735
312
– –
-30,635
313
– –
-48,500
314
– –
-69,831
315
– –
-228,571
316
– –
-1,130
317
– –
-58,235
9 10 11 12
13