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
$4.73B
AUM Growth
+$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$77.7M
2
+$52.9M
3
+$47.8M
4
C icon
Citigroup
C
+$23M
5
IDA icon
Idacorp
IDA
+$22.6M

Top Sells

1
+$61.1M
2
+$47.2M
3
+$36.7M
4
SON icon
Sonoco
SON
+$30.1M
5
EFX icon
Equifax
EFX
+$29.7M

Sector Composition

1 Industrials 18.95%
2 Financials 14.87%
3 Technology 13.77%
4 Consumer Discretionary 10.57%
5 Healthcare 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$42.7M 0.9%
80,670
-7,779
52
$38.9M 0.82%
447,331
+8,935
53
$38.1M 0.81%
690,947
+37,444
54
$38.1M 0.8%
250,029
+19,193
55
$37.4M 0.79%
158,763
+9,568
56
$35M 0.74%
340,678
-7,845
57
$33M 0.7%
270,216
+25,377
58
$33M 0.7%
567,443
-7,524
59
$32.2M 0.68%
153,076
+1,606
60
$29.9M 0.63%
155,223
+9,578
61
$29.2M 0.62%
210,941
-18,132
62
$28.4M 0.6%
200,532
+10,892
63
$28.4M 0.6%
343,662
+13,307
64
$28.2M 0.6%
521,405
+15,881
65
$27.3M 0.58%
172,559
+11,321
66
$26.8M 0.57%
227,239
+15,543
67
$26.1M 0.55%
201,958
-15,678
68
$25.9M 0.55%
442,291
+41,034
69
$25.6M 0.54%
197,437
+74,222
70
$25.5M 0.54%
154,984
-15,242
71
$25.3M 0.54%
212,884
+50,093
72
$25.2M 0.53%
103,736
+11,180
73
$25M 0.53%
98,008
-8,377
74
$24.8M 0.53%
267,076
+5,068
75
$24M 0.51%
251,225
+29,423
1 2
3
4 5