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
$2.77B
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$40.6M
2
+$20.2M
3
+$18.1M
4
HBAN icon
Huntington Bancshares
HBAN
+$5.64M
5
APC
Anadarko Petroleum
APC
+$5.15M

Top Sells

1
+$21.8M
2
+$14.4M
3
+$14.3M
4
HIG icon
Hartford Financial Services
HIG
+$10.3M
5
SPN
Superior Energy Services, Inc.
SPN
+$8.38M

Sector Composition

1 Financials 18.94%
2 Healthcare 12.92%
3 Technology 10.35%
4 Communication Services 8.45%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$23.2M 0.84%
286,685
-3,353
52
$22.9M 0.82%
232,611
-7,047
53
$22.8M 0.82%
286,133
+1,035
54
$22.7M 0.82%
237,449
-1,897
55
$22.5M 0.81%
641,913
-8,887
56
$22.4M 0.81%
248,134
-3,731
57
$22.3M 0.8%
301,059
-57,415
58
$21.5M 0.78%
236,553
-6,038
59
$21.5M 0.78%
343,867
+3,392
60
$21M 0.76%
269,566
-926
61
$20.6M 0.74%
397,331
-73,249
62
$20.4M 0.74%
687,554
-973
63
$20.3M 0.73%
532,984
+22,682
64
$20.3M 0.73%
155,418
-61,068
65
$20.2M 0.73%
+361,369
66
$19.9M 0.72%
352,041
-6,926
67
$19.8M 0.71%
1,235,023
-3,123
68
$19.6M 0.71%
254,865
-1,439
69
$18.7M 0.67%
106,492
-3,004
70
$18.4M 0.66%
129,277
-2,525
71
$18.1M 0.65%
205,728
+2,527
72
$17.7M 0.64%
227,905
-4,184
73
$17.5M 0.63%
372,910
+4,818
74
$17.4M 0.63%
197,449
-4,987
75
$17.2M 0.62%
671,439
-24,849
1 2
3
4 5