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
$3.88B
AUM Growth
+$506M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$35.5M
2
+$32.5M
3
+$23.6M
4
PBF icon
PBF Energy
PBF
+$19.9M
5
BA icon
Boeing
BA
+$19.5M

Top Sells

1
+$27.6M
2
+$20.8M
3
+$19.8M
4
DOX icon
Amdocs
DOX
+$18.8M
5
DG icon
Dollar General
DG
+$18.6M

Sector Composition

1 Industrials 17.25%
2 Technology 14.3%
3 Financials 11.91%
4 Healthcare 10.19%
5 Consumer Staples 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$33.6M 0.87%
153,208
-52,091
52
$33.6M 0.86%
294,107
-21,978
53
$32.5M 0.84%
+3,011,030
54
$32.1M 0.83%
3,137,834
+1,947,347
55
$31.7M 0.82%
332,893
+3,660
56
$30.2M 0.78%
160,136
-39,177
57
$30.1M 0.77%
271,529
-12,143
58
$29.2M 0.75%
167,326
-64,840
59
$29.1M 0.75%
318,828
-59,260
60
$28.6M 0.74%
164,058
-8,800
61
$28.1M 0.72%
287,211
-47,251
62
$28M 0.72%
602,497
+28,263
63
$27.4M 0.71%
159,375
-51,743
64
$27.4M 0.71%
710,049
+58,216
65
$27.2M 0.7%
520,835
-22,904
66
$26.3M 0.68%
392,804
-294,749
67
$24.2M 0.62%
415,295
+2,799
68
$24.2M 0.62%
172,092
-26,590
69
$23.6M 0.61%
+581,619
70
$22.9M 0.59%
243,178
+111,167
71
$22.2M 0.57%
254,171
-13,023
72
$21.1M 0.54%
504,542
+99,230
73
$20.7M 0.53%
405,076
-9,050
74
$20.5M 0.53%
395,512
-74,965
75
$20M 0.51%
157,757
+9,477
1 2
3
4 5