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
$2.46B
AUM Growth
-$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$40.4M
2
+$22.5M
3
+$20.8M
4
GL icon
Globe Life
GL
+$20.2M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$18.3M

Top Sells

1
+$30.7M
2
+$23.3M
3
+$15.3M
4
HIG icon
Hartford Financial Services
HIG
+$11M
5
HPE icon
Hewlett Packard
HPE
+$10.9M

Sector Composition

1 Financials 18.43%
2 Healthcare 14.06%
3 Technology 10.59%
4 Industrials 9.72%
5 Consumer Staples 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$20.8M 0.84%
288,275
-4,035
52
$20.7M 0.84%
225,328
-3,048
53
$20.3M 0.83%
188,495
+5,410
54
$20.2M 0.82%
423,490
-15,849
55
$20.2M 0.82%
+270,738
56
$20.2M 0.82%
468,704
-8,302
57
$20M 0.81%
81,558
-2,415
58
$19.8M 0.81%
501,872
-27,328
59
$19.8M 0.8%
170,269
-3,773
60
$19.3M 0.79%
147,199
-5,810
61
$18.8M 0.77%
186,286
+173,441
62
$18.6M 0.76%
1,089,513
-84,027
63
$18.6M 0.76%
120,522
-4,147
64
$18.5M 0.75%
543,454
-5,193
65
$18.3M 0.75%
+166,168
66
$18M 0.73%
416,024
-52,344
67
$17.7M 0.72%
628,579
-194,181
68
$17.6M 0.72%
196,433
-3,344
69
$17M 0.69%
424,812
+8,596
70
$16.7M 0.68%
104,792
+1,106
71
$16.7M 0.68%
185,242
-6,604
72
$16.3M 0.66%
550,902
-70,382
73
$15.8M 0.64%
593,833
-19,254
74
$15.7M 0.64%
229,317
-7,725
75
$15.6M 0.64%
294,065
-4,484
1 2
3
4 5