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
$5.02B
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$44M
2
+$38.6M
3
+$34.8M
4
VZ icon
Verizon
VZ
+$26.1M
5
APA icon
APA Corp
APA
+$9.54M

Top Sells

1
+$79.9M
2
+$51.6M
3
+$18.5M
4
VOD icon
Vodafone
VOD
+$15.4M
5
NI icon
NiSource
NI
+$14.4M

Sector Composition

1 Financials 19.26%
2 Healthcare 13.63%
3 Consumer Discretionary 11.37%
4 Technology 10.6%
5 Communication Services 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.44M 0.11%
+181,488
127
$5.1M 0.1%
75,858
-202,267
128
$4.83M 0.1%
230,129
+1,647
129
$4.51M 0.09%
270,261
-3,151
130
$4.35M 0.09%
205,745
-4,018
131
$4.23M 0.08%
245,823
-13,802
132
$4.21M 0.08%
71,579
+773
133
$4.13M 0.08%
59,789
-2,873
134
$4.05M 0.08%
61,835
135
$4.04M 0.08%
205,347
-91,007
136
$3.98M 0.08%
64,778
-2,633
137
$3.95M 0.08%
55,615
-1,990
138
$3.92M 0.08%
57,452
-8,657
139
$3.9M 0.08%
216,498
-6,153
140
$3.62M 0.07%
22,145
-850
141
$3.49M 0.07%
45,000
-6,255
142
$3.44M 0.07%
+225,406
143
$3.25M 0.06%
85,007
-1,730
144
$3.23M 0.06%
49,676
+588
145
$3.21M 0.06%
725,387
+12,244
146
$3.19M 0.06%
17
147
$3.18M 0.06%
108,277
-2,756
148
$3.05M 0.06%
31,266
+282
149
$2.96M 0.06%
314,133
-6,684
150
$2.85M 0.06%
119,410
+1,510
4 5
6
7 8