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
$4.74M
AUM Growth
-$2.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$940K
3
+$39.3K
4
HUBB icon
Hubbell
HUBB
+$23.6K
5
FHB icon
First Hawaiian
FHB
+$22.3K

Top Sells

1
+$35.5M
2
+$24.1M
3
+$22.1M
4
NFG icon
National Fuel Gas
NFG
+$13.9M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$8.08M

Sector Composition

1 Financials 10.67%
2 Industrials 8.23%
3 Healthcare 7.28%
4 Technology 6.25%
5 Consumer Staples 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$23.4K 0.49%
167,186
-312
52
$23.3K 0.49%
393,883
-17,474
53
$23.3K 0.49%
264,294
+79,052
54
$23.2K 0.49%
254,983
-3,486
55
$23.1K 0.49%
136,838
-33,431
56
$23K 0.48%
463,766
+88,353
57
$22.9K 0.48%
449,846
+7,384
58
$22.4K 0.47%
214,962
-10,366
59
$22.3K 0.47%
466,860
-1,844
60
$21.9K 0.46%
193,838
-2,595
61
$21.7K 0.46%
654,082
+103,180
62
$21.4K 0.45%
282,157
+62,138
63
$21.4K 0.45%
166,193
-1,097
64
$21.1K 0.45%
196,365
+7,870
65
$20.9K 0.44%
419,369
-5,443
66
$20.7K 0.44%
517,897
-25,557
67
$20.1K 0.42%
431,745
+15,721
68
$19.7K 0.42%
457,953
+35,431
69
$19.3K 0.41%
120,291
-231
70
$19K 0.4%
236,119
+6,802
71
$18.9K 0.4%
361,138
-62,352
72
$18.6K 0.39%
638,863
+10,284
73
$18.6K 0.39%
107,046
+2,254
74
$18K 0.38%
292,200
-1,865
75
$17.6K 0.37%
601,169
+7,336
1 2
3
4 5