ACA

Anchor Capital Advisors Portfolio holdings

AUM $3.41B
1-Year Est. Return 14.91%
This Quarter Est. Return
1 Year Est. Return
+14.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.77B
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$40.6M
2
+$20.2M
3
+$18.1M
4
HBAN icon
Huntington Bancshares
HBAN
+$5.64M
5
APC
Anadarko Petroleum
APC
+$5.15M

Top Sells

1
+$21.8M
2
+$14.4M
3
+$14.3M
4
HIG icon
Hartford Financial Services
HIG
+$10.3M
5
SPN
Superior Energy Services, Inc.
SPN
+$8.38M

Sector Composition

1 Financials 18.94%
2 Healthcare 12.92%
3 Technology 10.35%
4 Communication Services 8.45%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$16.1M 0.58%
541,284
-13,432
77
$16M 0.58%
318,009
+1,560
78
$15.9M 0.57%
145,448
-112
79
$15.8M 0.57%
163,539
-1,744
80
$15.8M 0.57%
334,408
-7,835
81
$15.7M 0.57%
262,674
-4,952
82
$15.6M 0.56%
583,772
-10,007
83
$15.2M 0.55%
311,616
+105,441
84
$14.8M 0.53%
112,032
-2,070
85
$13.6M 0.49%
370,686
-27,032
86
$12.6M 0.45%
326,999
-2,919
87
$12.2M 0.44%
111,197
-103
88
$11.8M 0.42%
97,210
-1,599
89
$11.7M 0.42%
266,619
+54,605
90
$11.6M 0.42%
156,544
-1,519
91
$11.5M 0.42%
442,074
-34,017
92
$11.5M 0.41%
781,656
-247,781
93
$11.2M 0.4%
933,793
-28,970
94
$10.9M 0.39%
568,900
+4,481
95
$9.34M 0.34%
83,787
+1,032
96
$8.4M 0.3%
69,968
+758
97
$8.36M 0.3%
293,604
-62,421
98
$7.97M 0.29%
109,432
-6,831
99
$6.03M 0.22%
134,053
-11,559
100
$5.45M 0.2%
37,269
-2,865
2 3
4
5 6