ACA

Anchor Capital Advisors Portfolio holdings

AUM $3.41B
1-Year Est. Return 14.91%
This Quarter Est. Return
1 Year Est. Return
+14.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.58B
AUM Growth
-$277M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$29.3M
3
+$17.1M
4
KVUE icon
Kenvue
KVUE
+$13.4M
5
WRB icon
W.R. Berkley
WRB
+$9.53M

Top Sells

1
+$50.2M
2
+$45.2M
3
+$25.3M
4
SEDG icon
SolarEdge
SEDG
+$24.5M
5
DG icon
Dollar General
DG
+$23.2M

Sector Composition

1 Industrials 16.7%
2 Financials 15.14%
3 Technology 11.81%
4 Healthcare 10.94%
5 Energy 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$7.23M 0.2%
95,161
-6,545
102
$6.89M 0.19%
56,081
-19,210
103
$6.74M 0.19%
180,861
-6,253
104
$6.51M 0.18%
80,331
-25,698
105
$5.06M 0.14%
49,566
-200
106
$4.46M 0.12%
+41,467
107
$4.37M 0.12%
24,717
+1,017
108
$4.33M 0.12%
18,441
-325
109
$3.93M 0.11%
6,462
-312
110
$3.42M 0.1%
43,598
-67,341
111
$3.29M 0.09%
75,495
-80
112
$3.12M 0.09%
41,487
-250
113
$3.08M 0.09%
57,242
-1,820
114
$2.88M 0.08%
58,262
-2,299
115
$2.81M 0.08%
21,433
-393
116
$2.66M 0.07%
33,535
-1,219
117
$2.64M 0.07%
7,099
-380
118
$2.61M 0.07%
8,041
-40
119
$2.55M 0.07%
26,885
-1,045
120
$2.52M 0.07%
36,325
121
$2.42M 0.07%
100,668
-2,056
122
$2.39M 0.07%
33,579
-302
123
$2.33M 0.07%
17,210
+8,754
124
$2.27M 0.06%
15,722
-555
125
$2.26M 0.06%
43,839
-1,405
3 4
5
6 7