ACA

Anchor Capital Advisors Portfolio holdings

AUM $3.45B
1-Year Est. Return 15.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.82B
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1 +$54.3M
2 +$44.1M
3 +$40.9M
4
GPC icon
Genuine Parts
GPC
+$36.8M
5
AAP icon
Advance Auto Parts
AAP
+$27.9M

Top Sells

1 +$77.9M
2 +$35M
3 +$30.4M
4
ETR icon
Entergy
ETR
+$26.5M
5
BR icon
Broadridge
BR
+$23.6M

Sector Composition

1 Industrials 17.11%
2 Financials 17.06%
3 Technology 14.34%
4 Healthcare 10.06%
5 Consumer Discretionary 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$32.8M 0.86%
283,107
-84,931
52
$31.1M 0.81%
73,905
-5,670
53
$28.7M 0.75%
106,061
-5,841
54
$27.4M 0.72%
510,589
-37,003
55
$26.4M 0.69%
669,598
-32,141
56
$25.6M 0.67%
1,027,039
-126,736
57
$24.9M 0.65%
139,424
+124,714
58
$23.9M 0.63%
151,512
-4,394
59
$23.5M 0.62%
444,188
-523,212
60
$22.4M 0.59%
+417,052
61
$21.4M 0.56%
82,662
-10,403
62
$20.7M 0.54%
100,184
-16,685
63
$20.6M 0.54%
211,127
-9,376
64
$19.8M 0.52%
125,023
-11,714
65
$19.8M 0.52%
121,730
-12,309
66
$19M 0.5%
232,856
+1,930
67
$19M 0.5%
283,397
-33,989
68
$18.6M 0.49%
31,981
-2,186
69
$18.5M 0.49%
85,992
-9,410
70
$18.3M 0.48%
43,844
-4,834
71
$17.9M 0.47%
142,729
-181,225
72
$17.7M 0.46%
69,537
-8,743
73
$17.7M 0.46%
344,272
-60,489
74
$17.5M 0.46%
95,863
-11,353
75
$17M 0.44%
40,374
-1,595