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
101
$4.84M 0.18%
25,095
-6,277
102
$4.38M 0.16%
+147,974
103
$3.96M 0.14%
24,185
+5,741
104
$3.9M 0.14%
134,711
+4,266
105
$3.67M 0.13%
71,988
-15,094
106
$3.18M 0.12%
10
-1
107
$3.17M 0.11%
212,298
-6,431
108
$3.01M 0.11%
28,561
-1,357
109
$2.96M 0.11%
116,478
+1,594
110
$2.92M 0.11%
44,348
-1,384
111
$2.72M 0.1%
21,414
-2,425
112
$2.56M 0.09%
74,750
-9,846
113
$2.53M 0.09%
124,364
-3,784
114
$2.52M 0.09%
45,975
-258
115
$2.41M 0.09%
30,229
+121
116
$2.31M 0.08%
11,980
+25
117
$2.28M 0.08%
42,167
-1,191
118
$2.26M 0.08%
47,257
-5,816
119
$2.23M 0.08%
55,136
-2,355
120
$2.2M 0.08%
39,118
-326
121
$2.19M 0.08%
30,307
-898
122
$2.18M 0.08%
35,715
+540
123
$2.18M 0.08%
45,351
124
$2.15M 0.08%
12,468
-2,806
125
$2.01M 0.07%
+35,912
3 4
5
6 7