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
$3.38B
AUM Growth
-$1.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$31.9M
3
+$25.2M
4
SEDG icon
SolarEdge
SEDG
+$24.9M
5
DCI icon
Donaldson
DCI
+$22.2M

Top Sells

1
+$70.7M
2
+$44.1M
3
+$28.3M
4
MHK icon
Mohawk Industries
MHK
+$26.4M
5
UN
Unilever NV New York Registry Shares
UN
+$19.9M

Sector Composition

1 Industrials 16.7%
2 Technology 13.94%
3 Financials 12.58%
4 Healthcare 11.89%
5 Consumer Staples 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$42.8M 1.27%
323,127
+6,331
27
$41.7M 1.24%
75,558
-1,117
28
$41.7M 1.23%
403,200
-16,797
29
$40.9M 1.21%
258,856
+234,350
30
$40.8M 1.21%
232,141
+1,785
31
$40.6M 1.2%
1,046,249
+17,848
32
$40.4M 1.2%
405,821
+199,911
33
$39.7M 1.17%
869,495
+88,811
34
$39.3M 1.16%
496,252
+17,138
35
$38.7M 1.15%
2,342,142
-43,408
36
$38M 1.13%
687,553
-22,031
37
$37.6M 1.11%
327,830
-3,304
38
$37M 1.1%
279,157
+8,272
39
$36.2M 1.07%
199,048
-59,076
40
$35.6M 1.05%
205,299
-9,842
41
$34M 1.01%
215,357
-8,854
42
$32.8M 0.97%
878,395
+391,162
43
$32.5M 0.96%
538,751
-4,364
44
$32.2M 0.95%
316,085
-5,596
45
$32.1M 0.95%
863,421
+31,861
46
$31.9M 0.94%
+1,257,365
47
$31.5M 0.93%
283,672
-71,113
48
$31M 0.92%
1,287,868
-1,737
49
$30.1M 0.89%
506,930
-280,186
50
$30.1M 0.89%
446,982
+7,885
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