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
51
$34.4M 0.87%
1,005,848
-44,700
52
$34.3M 0.87%
609,605
-19,276
53
$31.9M 0.81%
3,129,220
-160,972
54
$31.7M 0.8%
+808,341
55
$31.6M 0.8%
1,622,177
-50,913
56
$31.4M 0.79%
247,570
-10,201
57
$31.3M 0.79%
731,864
-46,830
58
$31.3M 0.79%
1,239,282
-78,370
59
$30.9M 0.78%
595,454
-21,111
60
$29.9M 0.76%
1,607,524
-70,320
61
$28.9M 0.73%
895,959
-28,880
62
$28.4M 0.72%
2,300,370
-443,573
63
$27.8M 0.7%
500,325
-3,734
64
$27.3M 0.69%
758,919
-39,772
65
$26.7M 0.68%
+298,807
66
$26.6M 0.67%
649,907
-17,774
67
$26.1M 0.66%
254,487
-6,464
68
$25.7M 0.65%
569,233
-17,732
69
$24.8M 0.63%
577,207
-25,347
70
$24.1M 0.61%
372,337
+10,406
71
$23.7M 0.6%
298,419
-2,892
72
$21.2M 0.54%
755,191
-19,878
73
$21M 0.53%
166,419
-1,664
74
$18.3M 0.46%
505,167
+10,296
75
$17.8M 0.45%
182,020
-1,072
1 2
3
4 5