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
$4.73B
AUM Growth
+$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$77.7M
2
+$52.9M
3
+$47.8M
4
C icon
Citigroup
C
+$23M
5
IDA icon
Idacorp
IDA
+$22.6M

Top Sells

1
+$61.1M
2
+$47.2M
3
+$36.7M
4
SON icon
Sonoco
SON
+$30.1M
5
EFX icon
Equifax
EFX
+$29.7M

Sector Composition

1 Industrials 18.95%
2 Financials 14.87%
3 Technology 13.77%
4 Consumer Discretionary 10.57%
5 Healthcare 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$63.1M 1.33%
242,020
+5,530
27
$63.1M 1.33%
1,329,009
+100,851
28
$62.5M 1.32%
646,477
+13,212
29
$61.9M 1.31%
54,359
+1,820
30
$61.8M 1.31%
1,598,491
+89,792
31
$58.9M 1.25%
658,609
+99,819
32
$57.7M 1.22%
145,386
-14,227
33
$57.3M 1.21%
474,817
-43,541
34
$56.5M 1.19%
674,547
+29,203
35
$55.6M 1.18%
297,596
-6,815
36
$55.1M 1.16%
184,373
-1,882
37
$55M 1.16%
862,713
-19,155
38
$53.4M 1.13%
187,936
-1,805
39
$52.9M 1.12%
+307,178
40
$52.7M 1.11%
84,149
+346
41
$50M 1.06%
520,550
-165,799
42
$49.8M 1.05%
2,956,460
+7,193
43
$48.2M 1.02%
724,935
+167,819
44
$47.8M 1.01%
+882,053
45
$47.7M 1.01%
883,158
+6,014
46
$47.2M 1%
256,938
-4,200
47
$46.1M 0.97%
1,349,014
-14,593
48
$45.8M 0.97%
412,218
-34,517
49
$44.1M 0.93%
278,904
+3,440
50
$43.6M 0.92%
146,203
-3,116
1
2
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