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
$2.76B
AUM Growth
+$2.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$18.1M
3
+$17M
4
EFX icon
Equifax
EFX
+$15.5M
5
MHK icon
Mohawk Industries
MHK
+$14.8M

Top Sells

1
+$28.9M
2
+$19.7M
3
+$18.6M
4
STI
SunTrust Banks, Inc.
STI
+$15.3M
5
PFE icon
Pfizer
PFE
+$11M

Sector Composition

1 Financials 17.28%
2 Industrials 15.87%
3 Healthcare 12.23%
4 Technology 10.02%
5 Consumer Discretionary 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$33.1M 1.2%
215,300
-556
27
$30.8M 1.11%
527,149
+63,383
28
$30.2M 1.09%
289,395
-2,840
29
$30M 1.09%
830,654
-8,383
30
$29.9M 1.08%
43,854
-122
31
$29M 1.05%
324,250
+516
32
$27.9M 1.01%
424,383
-7,751
33
$27.2M 0.98%
78,305
-2,813
34
$27.1M 0.98%
446,752
-7,954
35
$26.6M 0.96%
124,971
-2,379
36
$26.4M 0.96%
+680,392
37
$26M 0.94%
199,726
+94
38
$26M 0.94%
23,827
+241
39
$25.8M 0.93%
225,441
-36,053
40
$25.7M 0.93%
164,810
-1,383
41
$24.9M 0.9%
503,188
-2,520
42
$24.8M 0.9%
308,449
+224,324
43
$24.5M 0.89%
175,769
-1,925
44
$24.1M 0.87%
163,922
-3,264
45
$23.8M 0.86%
217,371
+2,409
46
$23.6M 0.85%
458,428
-8,432
47
$23.5M 0.85%
135,975
-863
48
$23.2M 0.84%
209,477
-42,833
49
$23.1M 0.84%
241,621
+47,641
50
$23M 0.83%
263,420
-874
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