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
$3.89B
AUM Growth
-$64.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$47.4M
2
+$38.6M
3
+$30.5M
4
HBAN icon
Huntington Bancshares
HBAN
+$25.4M
5
UNFI icon
United Natural Foods
UNFI
+$24.5M

Top Sells

1
+$35.1M
2
+$34.7M
3
+$31.7M
4
LDOS icon
Leidos
LDOS
+$30.3M
5
GRA
W.R. Grace & Co.
GRA
+$24.4M

Sector Composition

1 Financials 19.01%
2 Healthcare 15.57%
3 Communication Services 11.11%
4 Consumer Discretionary 9.57%
5 Technology 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.44M 0.06%
34,958
-102
127
$2.21M 0.05%
161,408
-14,425
128
$2.16M 0.05%
69,596
+3,824
129
$2.14M 0.05%
57,553
+2,612
130
$1.96M 0.05%
73,139
+12,874
131
$1.94M 0.05%
20,765
+454
132
$1.94M 0.05%
56,479
+12,084
133
$1.94M 0.05%
18,666
+408
134
$1.89M 0.05%
51,735
135
$1.88M 0.05%
268,141
-22,403
136
$1.88M 0.05%
26,427
137
$1.88M 0.05%
35,063
-4,852
138
$1.87M 0.04%
66,998
-4,206
139
$1.84M 0.04%
93,867
-3,182
140
$1.83M 0.04%
17,857
141
$1.78M 0.04%
22,444
+557
142
$1.76M 0.04%
57,155
-6,025
143
$1.75M 0.04%
83,703
-6,457
144
$1.69M 0.04%
41,885
+923
145
$1.64M 0.04%
119,704
-12,762
146
$1.61M 0.04%
19,238
+20
147
$1.6M 0.04%
+11,147
148
$1.56M 0.04%
12,098
-41
149
$1.53M 0.04%
130,326
+6,110
150
$1.47M 0.04%
753,181
+77,120
4 5
6
7 8