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
101
$12.9M 0.27%
50,411
-35,847
102
$12.9M 0.27%
86,942
+15,955
103
$12.1M 0.26%
173,162
-37,396
104
$6.97M 0.15%
19,679
+9,104
105
$5.98M 0.13%
27,058
106
$5.71M 0.12%
110,146
+27,044
107
$5.64M 0.12%
43,410
+6,960
108
$5.17M 0.11%
213,996
+15,544
109
$4.73M 0.1%
56,430
+24,400
110
$4.58M 0.1%
20,458
+5
111
$4.55M 0.1%
59,296
+15,045
112
$4.35M 0.09%
49,796
+12,600
113
$4.08M 0.09%
102,254
-1,026
114
$4.03M 0.09%
51,168
-374
115
$3.95M 0.08%
+390,692
116
$3.85M 0.08%
42,114
+5,075
117
$3.84M 0.08%
65,377
+9,970
118
$3.67M 0.08%
65,682
-1,445
119
$3.54M 0.07%
+360,933
120
$3.42M 0.07%
104,283
+20,510
121
$3.41M 0.07%
227,182
+18,589
122
$3.37M 0.07%
22,471
+1,305
123
$3.32M 0.07%
72,803
-57,303
124
$3.28M 0.07%
28,810
-3,448
125
$3.21M 0.07%
43,993
+58
3 4
5
6 7