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
$2.76B
AUM Growth
+$2.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$18.1M
3
+$17M
4
EFX icon
Equifax
EFX
+$15.5M
5
MHK icon
Mohawk Industries
MHK
+$14.8M

Top Sells

1
+$28.9M
2
+$19.7M
3
+$18.6M
4
STI
SunTrust Banks, Inc.
STI
+$15.3M
5
PFE icon
Pfizer
PFE
+$11M

Sector Composition

1 Financials 17.28%
2 Industrials 15.87%
3 Healthcare 12.23%
4 Technology 10.02%
5 Consumer Discretionary 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$22.9M 0.83%
279,980
-240,148
52
$22.7M 0.82%
653,094
-988
53
$22.5M 0.81%
416,930
-2,439
54
$22.2M 0.81%
214,649
+36
55
$22.2M 0.8%
266,496
+30,377
56
$22.1M 0.8%
191,279
-2,559
57
$22M 0.8%
432,151
-17,695
58
$21.8M 0.79%
382,414
-11,469
59
$21.7M 0.79%
242,059
+132,062
60
$21.5M 0.78%
508,733
-9,164
61
$21.4M 0.78%
220,083
-34,900
62
$21.4M 0.77%
281,798
-359
63
$20.9M 0.76%
425,683
-6,062
64
$19.6M 0.71%
243,409
-358,663
65
$18.9M 0.69%
289,714
-2,486
66
$18.9M 0.68%
141,121
-1,217
67
$18.6M 0.68%
644,409
+5,546
68
$18.4M 0.67%
120,501
+210
69
$18.4M 0.67%
448,397
-9,556
70
$18.4M 0.66%
446,743
-266,773
71
$18.2M 0.66%
139,465
-4,402
72
$17.6M 0.64%
209,756
-6,616
73
$17.6M 0.64%
351,391
-9,747
74
$17.4M 0.63%
132,611
-62,921
75
$17.4M 0.63%
215,389
+602
1 2
3
4 5