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
$4.73B
AUM Growth
+$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$77.7M
2
+$52.9M
3
+$47.8M
4
C icon
Citigroup
C
+$23M
5
IDA icon
Idacorp
IDA
+$22.6M

Top Sells

1
+$61.1M
2
+$47.2M
3
+$36.7M
4
SON icon
Sonoco
SON
+$30.1M
5
EFX icon
Equifax
EFX
+$29.7M

Sector Composition

1 Industrials 18.95%
2 Financials 14.87%
3 Technology 13.77%
4 Consumer Discretionary 10.57%
5 Healthcare 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$23.9M 0.5%
199,008
+35,852
77
$23.8M 0.5%
125,180
+6,933
78
$23M 0.49%
170,109
+15,872
79
$23M 0.49%
+316,414
80
$22.6M 0.48%
+226,137
81
$22M 0.46%
155,248
+14,232
82
$21.4M 0.45%
80,895
-485
83
$20M 0.42%
167,205
+9,502
84
$19.6M 0.41%
584,645
+21,308
85
$19.2M 0.41%
121,070
+2,169
86
$19.2M 0.41%
169,835
+54,212
87
$19.2M 0.4%
410,952
+1,916
88
$19.1M 0.4%
272,634
+7,326
89
$18.4M 0.39%
343,766
+23,908
90
$18.3M 0.39%
404,655
+26,694
91
$17.6M 0.37%
213,878
+4,589
92
$17.2M 0.36%
+652,320
93
$17.1M 0.36%
221,323
+43,240
94
$16.9M 0.36%
58,213
-12,797
95
$16.8M 0.36%
289,585
-55,140
96
$16.2M 0.34%
172,125
+17,004
97
$15.4M 0.32%
424,161
+21,013
98
$15.1M 0.32%
292,210
+57,087
99
$14.7M 0.31%
135,555
+49,261
100
$13.1M 0.28%
128,388
+13,020
2 3
4
5 6