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
$5.02B
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$44M
2
+$38.6M
3
+$34.8M
4
VZ icon
Verizon
VZ
+$26.1M
5
APA icon
APA Corp
APA
+$9.54M

Top Sells

1
+$79.9M
2
+$51.6M
3
+$18.5M
4
VOD icon
Vodafone
VOD
+$15.4M
5
NI icon
NiSource
NI
+$14.4M

Sector Composition

1 Financials 19.26%
2 Healthcare 13.63%
3 Consumer Discretionary 11.37%
4 Technology 10.6%
5 Communication Services 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$37.5M 0.75%
941,119
-61,416
52
$37.2M 0.74%
1,100,352
-28,569
53
$36.8M 0.73%
2,505,002
-181,544
54
$36.5M 0.73%
1,119,060
+6,700
55
$36M 0.72%
2,307,795
-16
56
$35.6M 0.71%
1,006,268
-69,694
57
$35M 0.7%
850,633
+16,138
58
$34.8M 0.69%
+523,926
59
$34.2M 0.68%
511,203
+1,680
60
$32.9M 0.65%
662,072
+42,949
61
$32.8M 0.65%
1,573,782
-31,417
62
$32.4M 0.64%
132,120
-10,890
63
$32M 0.64%
2,942,590
-121,708
64
$31.7M 0.63%
506,685
-1,055
65
$30.8M 0.61%
336,850
+5,798
66
$30.6M 0.61%
247,849
-466
67
$30.2M 0.6%
1,121,375
+11,209
68
$29.6M 0.59%
301,228
-2,413
69
$28.5M 0.57%
719,321
+10,888
70
$27.8M 0.55%
335,630
+115,054
71
$27.5M 0.55%
671,763
-37,248
72
$27.4M 0.55%
339,870
+1,634
73
$27.3M 0.54%
1,887,867
-15,063
74
$26.8M 0.53%
882,218
-30,228
75
$26.5M 0.53%
556,625
+549,467
1 2
3
4 5