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
126
$3.7M 0.09%
108,732
+1,047
127
$3.52M 0.09%
52,882
-416,742
128
$3.43M 0.09%
50,480
+37,500
129
$3.4M 0.09%
+45,316
130
$3.37M 0.09%
+93,673
131
$3.24M 0.08%
69,000
-105,000
132
$3.19M 0.08%
126,580
-2,570
133
$3.12M 0.08%
+55,884
134
$3.06M 0.08%
+55,678
135
$2.97M 0.08%
15
136
$2.85M 0.07%
202,333
-15,774
137
$2.62M 0.07%
39,915
-846
138
$2.59M 0.07%
28,539
-8,679
139
$2.5M 0.06%
64,586
140
$2.39M 0.06%
35,060
-511
141
$2.34M 0.06%
175,833
-14,078
142
$2.32M 0.06%
84,870
-5,744
143
$2.3M 0.06%
71,204
-25,216
144
$2.06M 0.05%
63,180
-4,835
145
$2.05M 0.05%
+214,000
146
$2.05M 0.05%
26,427
147
$2.03M 0.05%
132,466
-10,326
148
$1.99M 0.05%
54,941
-9,646
149
$1.97M 0.05%
65,772
-4,180
150
$1.84M 0.05%
97,049
-8,424
4 5
6
7 8