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
$3.95B
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$46.3M
2
+$43.3M
3
+$31.7M
4
HSY icon
Hershey
HSY
+$26.7M
5
SYF icon
Synchrony
SYF
+$17.9M

Top Sells

1
+$53.2M
2
+$40.2M
3
+$34.2M
4
DD
Du Pont De Nemours E I
DD
+$27.8M
5
AVY icon
Avery Dennison
AVY
+$18.7M

Sector Composition

1 Financials 20.27%
2 Healthcare 14.71%
3 Communication Services 10.31%
4 Consumer Discretionary 10.23%
5 Technology 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$17M 0.43%
252,040
-18,160
77
$17M 0.43%
448,832
+22,663
78
$16.9M 0.43%
128,071
-1,490
79
$15.5M 0.39%
183,153
-650
80
$15.4M 0.39%
304,819
-25,075
81
$14.9M 0.38%
100,088
-100,470
82
$14.7M 0.37%
326,964
-10,177
83
$14.4M 0.36%
143,759
-1,226
84
$13.6M 0.34%
261,596
-8,062
85
$13.4M 0.34%
414,490
-21,093
86
$13.1M 0.33%
703,366
-1,831,440
87
$12.9M 0.33%
193,439
-4,190
88
$12.2M 0.31%
596,763
-26,490
89
$12M 0.3%
270,868
-37,842
90
$11.6M 0.29%
+1,311,555
91
$11.2M 0.28%
407,165
+522
92
$11M 0.28%
343,206
-38,085
93
$10.2M 0.26%
297,377
-108,230
94
$10.1M 0.26%
104,996
-4,453
95
$9.07M 0.23%
765,897
-926,358
96
$8.61M 0.22%
+214,992
97
$8.43M 0.21%
246,991
98
$8.15M 0.21%
411,494
+13,761
99
$8.09M 0.2%
188,395
-4,385
100
$7.78M 0.2%
89,500
2 3
4
5 6