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
101
$7.69M 0.19%
226,228
-11,062
102
$6.77M 0.17%
+171,958
103
$6.63M 0.17%
209,000
+4,000
104
$6.63M 0.17%
95,087
-2,579
105
$6.06M 0.15%
183,612
106
$5.94M 0.15%
627,403
-1,951,103
107
$5.82M 0.15%
124,628
-577
108
$5.54M 0.14%
120,156
+2,107
109
$5.53M 0.14%
125,602
-8,330
110
$5.29M 0.13%
115,559
-2,811
111
$5.28M 0.13%
105,701
+52,517
112
$5.19M 0.13%
191,086
-105,185
113
$5.14M 0.13%
116,800
-67,700
114
$5.04M 0.13%
+144,033
115
$5M 0.13%
+91,996
116
$4.98M 0.13%
450,000
-65,000
117
$4.76M 0.12%
98,073
-2,070
118
$4.71M 0.12%
183,341
-135,000
119
$4.59M 0.12%
49,762
-1,745
120
$4.52M 0.11%
46,215
+41,310
121
$4.39M 0.11%
134,000
+9,916
122
$4.16M 0.11%
54,571
123
$4.1M 0.1%
65,252
-5,740
124
$4.03M 0.1%
+19,756
125
$3.94M 0.1%
18,147
-2,345
3 4
5
6 7