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
$2.46B
AUM Growth
-$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$40.4M
2
+$22.5M
3
+$20.8M
4
GL icon
Globe Life
GL
+$20.2M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$18.3M

Top Sells

1
+$30.7M
2
+$23.3M
3
+$15.3M
4
HIG icon
Hartford Financial Services
HIG
+$11M
5
HPE icon
Hewlett Packard
HPE
+$10.9M

Sector Composition

1 Financials 18.43%
2 Healthcare 14.06%
3 Technology 10.59%
4 Industrials 9.72%
5 Consumer Staples 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.84M 0.08%
40,194
-315
127
$1.83M 0.07%
42,169
+1,110
128
$1.8M 0.07%
37,160
+2,100
129
$1.64M 0.07%
62,133
+5,490
130
$1.63M 0.07%
27,754
+8,226
131
$1.62M 0.07%
45,119
+6,130
132
$1.6M 0.07%
38,777
+1,251
133
$1.56M 0.06%
11,900
+4,320
134
$1.56M 0.06%
+34,778
135
$1.55M 0.06%
26,065
+11,990
136
$1.5M 0.06%
24,708
+1,650
137
$1.47M 0.06%
63,180
+4,935
138
$1.47M 0.06%
33,090
-2,400
139
$1.46M 0.06%
21,120
+428
140
$1.46M 0.06%
59,572
-6,282
141
$1.44M 0.06%
4,453
+325
142
$1.4M 0.06%
10,090
+1,668
143
$1.35M 0.05%
35,934
+1,354
144
$1.32M 0.05%
+37,065
145
$1.31M 0.05%
32,539
-17,110
146
$1.31M 0.05%
21,715
147
$1.28M 0.05%
42,512
+1,792
148
$1.28M 0.05%
16,970
+7,015
149
$1.27M 0.05%
179,254
-13,157
150
$1.27M 0.05%
13,272
-1,752
4 5
6
7 8