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
$3.58B
AUM Growth
-$277M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$29.3M
3
+$17.1M
4
KVUE icon
Kenvue
KVUE
+$13.4M
5
WRB icon
W.R. Berkley
WRB
+$9.53M

Top Sells

1
+$50.2M
2
+$45.2M
3
+$25.3M
4
SEDG icon
SolarEdge
SEDG
+$24.5M
5
DG icon
Dollar General
DG
+$23.2M

Sector Composition

1 Industrials 16.7%
2 Financials 15.14%
3 Technology 11.81%
4 Healthcare 10.94%
5 Energy 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.2M 0.06%
18,193
-4,822
127
$2.19M 0.06%
39,069
-121
128
$2.18M 0.06%
31,484
+75
129
$2.04M 0.06%
35,688
-104,485
130
$1.98M 0.06%
34,533
131
$1.94M 0.05%
23,939
-5,134
132
$1.91M 0.05%
112,966
-2,705
133
$1.81M 0.05%
31,510
134
$1.8M 0.05%
33,093
-1,324
135
$1.78M 0.05%
14,793
+461
136
$1.74M 0.05%
163,022
137
$1.72M 0.05%
77,421
138
$1.67M 0.05%
10,608
-3,963
139
$1.55M 0.04%
67,638
+5,446
140
$1.53M 0.04%
+9,448
141
$1.5M 0.04%
21,793
+303
142
$1.44M 0.04%
12,784
-1,900
143
$1.39M 0.04%
27,346
-2,930
144
$1.37M 0.04%
18,169
-601
145
$1.37M 0.04%
15,480
-2,416
146
$1.35M 0.04%
376,148
+152,793
147
$1.3M 0.04%
44,643
+8,990
148
$1.27M 0.04%
7,854
-986
149
$1.26M 0.04%
13,430
-175
150
$1.2M 0.03%
20,343
-2,589
4 5
6
7 8