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
$2.76B
AUM Growth
+$2.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$18.1M
3
+$17M
4
EFX icon
Equifax
EFX
+$15.5M
5
MHK icon
Mohawk Industries
MHK
+$14.8M

Top Sells

1
+$28.9M
2
+$19.7M
3
+$18.6M
4
STI
SunTrust Banks, Inc.
STI
+$15.3M
5
PFE icon
Pfizer
PFE
+$11M

Sector Composition

1 Financials 17.28%
2 Industrials 15.87%
3 Healthcare 12.23%
4 Technology 10.02%
5 Consumer Discretionary 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$17M 0.62%
820,298
-10,156
77
$17M 0.62%
+680,552
78
$17M 0.62%
285,670
-3,370
79
$16.4M 0.59%
569,426
-4,421
80
$16.4M 0.59%
444,282
-8,634
81
$16.2M 0.59%
255,000
-662
82
$15.9M 0.58%
109,993
+2,947
83
$15.5M 0.56%
+114,538
84
$14.8M 0.54%
+100,619
85
$14.7M 0.53%
109,615
+165
86
$14.7M 0.53%
+210,684
87
$14.7M 0.53%
292,677
-87,993
88
$14.4M 0.52%
58,449
+72
89
$14M 0.51%
222,432
-244,187
90
$12.8M 0.46%
354,149
+3,348
91
$12.1M 0.44%
527,674
+255
92
$11.9M 0.43%
+241,730
93
$11.5M 0.41%
152,539
-43,826
94
$10.8M 0.39%
+50,129
95
$10.5M 0.38%
266,222
-925
96
$9.63M 0.35%
56,644
+20,613
97
$9.35M 0.34%
71,287
-2,039
98
$7.73M 0.28%
75,943
+4,082
99
$7.67M 0.28%
61,664
-34
100
$5.51M 0.2%
76,862
-9,965
2 3
4
5 6