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
$5.02B
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$44M
2
+$38.6M
3
+$34.8M
4
VZ icon
Verizon
VZ
+$26.1M
5
APA icon
APA Corp
APA
+$9.54M

Top Sells

1
+$79.9M
2
+$51.6M
3
+$18.5M
4
VOD icon
Vodafone
VOD
+$15.4M
5
NI icon
NiSource
NI
+$14.4M

Sector Composition

1 Financials 19.26%
2 Healthcare 13.63%
3 Consumer Discretionary 11.37%
4 Technology 10.6%
5 Communication Services 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$25.4M 0.51%
633,298
+1,981
77
$24M 0.48%
957,636
-41,396
78
$23.7M 0.47%
755,361
-25,240
79
$23.3M 0.46%
592,698
+2,637
80
$23M 0.46%
202,564
-1,420
81
$22.2M 0.44%
179,051
+4,363
82
$21.9M 0.44%
861,087
+20,868
83
$20.6M 0.41%
534,251
+16,408
84
$20.3M 0.4%
550,378
-418,616
85
$20.2M 0.4%
274,102
-17,475
86
$19.9M 0.4%
238,776
+68,510
87
$19.7M 0.39%
525,987
-65,236
88
$19.6M 0.39%
261,840
+71,682
89
$19.5M 0.39%
274,443
-724,196
90
$18.6M 0.37%
278,661
+44,271
91
$18.5M 0.37%
305,198
-17,370
92
$18M 0.36%
143,820
+143
93
$16.7M 0.33%
271,532
+11
94
$16.7M 0.33%
171,772
+740
95
$14.8M 0.29%
303,121
-2,628
96
$14M 0.28%
453,259
-362,382
97
$13.5M 0.27%
208,097
-3,091
98
$12.3M 0.25%
294,780
+30,545
99
$12.3M 0.24%
300,154
+21,063
100
$12.3M 0.24%
163,256
-1,019
2 3
4
5 6