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
$3.95B
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$46.3M
2
+$43.3M
3
+$31.7M
4
HSY icon
Hershey
HSY
+$26.7M
5
SYF icon
Synchrony
SYF
+$17.9M

Top Sells

1
+$53.2M
2
+$40.2M
3
+$34.2M
4
DD
Du Pont De Nemours E I
DD
+$27.8M
5
AVY icon
Avery Dennison
AVY
+$18.7M

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
26
$51.9M 1.31%
1,552,430
+301,725
27
$50.6M 1.28%
1,663,781
+587,012
28
$50.3M 1.27%
2,663,215
-75,391
29
$49.8M 1.26%
913,163
-18,570
30
$49.7M 1.26%
2,775,255
-34,536
31
$47.9M 1.21%
1,256,293
+1,212,862
32
$43.3M 1.1%
1,636,301
-106,896
33
$43.3M 1.1%
+610,840
34
$43M 1.09%
604,845
-236,269
35
$41.1M 1.04%
1,513,291
-71,489
36
$40.1M 1.01%
1,421,224
+417,142
37
$39.4M 1%
486,858
-23,211
38
$37.6M 0.95%
911,287
-20,974
39
$37.5M 0.95%
487,945
-20,106
40
$37.4M 0.95%
2,653,190
-77,120
41
$37.3M 0.94%
229,556
-2,685
42
$36.9M 0.93%
1,420,919
+58,683
43
$36.6M 0.93%
2,594,534
-112,554
44
$36.5M 0.92%
351,278
-25,508
45
$36.1M 0.91%
1,936,641
-2,853,522
46
$35.7M 0.9%
772,339
+3,438
47
$35.4M 0.9%
817,515
-18,693
48
$35.1M 0.89%
559,788
-298,448
49
$35.1M 0.89%
264,255
-5,885
50
$34.5M 0.87%
346,059
-13,360
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