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
$4.73B
AUM Growth
+$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$77.7M
2
+$52.9M
3
+$47.8M
4
C icon
Citigroup
C
+$23M
5
IDA icon
Idacorp
IDA
+$22.6M

Top Sells

1
+$61.1M
2
+$47.2M
3
+$36.7M
4
SON icon
Sonoco
SON
+$30.1M
5
EFX icon
Equifax
EFX
+$29.7M

Sector Composition

1 Industrials 18.95%
2 Financials 14.87%
3 Technology 13.77%
4 Consumer Discretionary 10.57%
5 Healthcare 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.13M 0.07%
10,612
+2,312
127
$3.12M 0.07%
+161,666
128
$3.04M 0.06%
14,026
129
$2.93M 0.06%
63,552
+17,795
130
$2.93M 0.06%
20,825
-88,414
131
$2.9M 0.06%
55,027
-542
132
$2.79M 0.06%
30,395
-425
133
$2.75M 0.06%
36,936
-15
134
$2.72M 0.06%
69,352
+550
135
$2.6M 0.05%
73,355
+927
136
$2.48M 0.05%
33,616
+410
137
$2.39M 0.05%
20,697
-408,131
138
$2.35M 0.05%
40,369
-393
139
$2.33M 0.05%
36,389
+778
140
$2.32M 0.05%
36,700
-475,535
141
$2.32M 0.05%
44,799
-210
142
$2.07M 0.04%
9,014
-217
143
$2.07M 0.04%
22,558
-810
144
$2.04M 0.04%
45,140
+9,035
145
$2.02M 0.04%
41,251
-4,230
146
$1.97M 0.04%
20,453
-4,596
147
$1.92M 0.04%
104,359
+20,886
148
$1.86M 0.04%
24,533
+170
149
$1.79M 0.04%
7,231
-53,808
150
$1.79M 0.04%
11,811
-25,687
4 5
6
7 8