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
$3.38B
AUM Growth
-$1.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$31.9M
3
+$25.2M
4
SEDG icon
SolarEdge
SEDG
+$24.9M
5
DCI icon
Donaldson
DCI
+$22.2M

Top Sells

1
+$70.7M
2
+$44.1M
3
+$28.3M
4
MHK icon
Mohawk Industries
MHK
+$26.4M
5
UN
Unilever NV New York Registry Shares
UN
+$19.9M

Sector Composition

1 Industrials 16.7%
2 Technology 13.94%
3 Financials 12.58%
4 Healthcare 11.89%
5 Consumer Staples 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.81M 0.05%
175,232
-1,276
127
$1.64M 0.05%
46,248
+5
128
$1.64M 0.05%
96,891
+12,377
129
$1.62M 0.05%
47,419
-8,422
130
$1.59M 0.05%
120,216
-2,439
131
$1.51M 0.04%
55,759
-9,147
132
$1.5M 0.04%
39,431
+24
133
$1.48M 0.04%
30,277
-252,675
134
$1.47M 0.04%
8,800
-3,216
135
$1.46M 0.04%
23,365
136
$1.4M 0.04%
15,920
-575
137
$1.35M 0.04%
38,451
-1,000
138
$1.35M 0.04%
25,232
-4,481
139
$1.33M 0.04%
50,142
+7,976
140
$1.26M 0.04%
30,184
+3,518
141
$1.24M 0.04%
+23,631
142
$1.23M 0.04%
14,550
+4,575
143
$1.22M 0.04%
133,571
+33,972
144
$1.22M 0.04%
41,561
-311
145
$1.2M 0.04%
12,726
+176
146
$1.17M 0.03%
38,870
-35
147
$1.16M 0.03%
32,290
-1,235
148
$1.16M 0.03%
14,762
-30
149
$1.09M 0.03%
19,932
+17,290
150
$1.09M 0.03%
3,227
-210
4 5
6
7 8