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
$2.77B
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$40.6M
2
+$20.2M
3
+$18.1M
4
HBAN icon
Huntington Bancshares
HBAN
+$5.64M
5
APC
Anadarko Petroleum
APC
+$5.15M

Top Sells

1
+$21.8M
2
+$14.4M
3
+$14.3M
4
HIG icon
Hartford Financial Services
HIG
+$10.3M
5
SPN
Superior Energy Services, Inc.
SPN
+$8.38M

Sector Composition

1 Financials 18.94%
2 Healthcare 12.92%
3 Technology 10.35%
4 Communication Services 8.45%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.88M 0.07%
23,631
+452
127
$1.83M 0.07%
41,664
+847
128
$1.83M 0.07%
80,107
-444
129
$1.83M 0.07%
17,090
130
$1.81M 0.07%
61,608
+838
131
$1.76M 0.06%
58,055
132
$1.72M 0.06%
63,906
-816
133
$1.7M 0.06%
49,847
+676
134
$1.67M 0.06%
100,327
-606
135
$1.65M 0.06%
12,455
-1,971
136
$1.61M 0.06%
21,320
+381
137
$1.61M 0.06%
28,683
-957
138
$1.58M 0.06%
51,742
+604
139
$1.57M 0.06%
28,496
+198
140
$1.57M 0.06%
37,611
+217
141
$1.54M 0.06%
34,436
+197
142
$1.5M 0.05%
46,253
-11,135
143
$1.49M 0.05%
16,793
+106
144
$1.48M 0.05%
56,544
+870
145
$1.4M 0.05%
23,950
+260
146
$1.38M 0.05%
24,726
+186
147
$1.35M 0.05%
88,518
+886
148
$1.34M 0.05%
41,786
-836
149
$1.32M 0.05%
8,928
+382
150
$1.31M 0.05%
25,892
-17,649
4 5
6
7 8