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
$3.82B
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$61.3M
2
+$50.2M
3
+$44.5M
4
GPC icon
Genuine Parts
GPC
+$39.1M
5
AAP icon
Advance Auto Parts
AAP
+$34.3M

Top Sells

1
+$78M
2
+$37.8M
3
+$31.8M
4
ETR icon
Entergy
ETR
+$27.6M
5
BAH icon
Booz Allen Hamilton
BAH
+$24.8M

Sector Composition

1 Industrials 17.11%
2 Financials 17.06%
3 Technology 14.34%
4 Healthcare 10.06%
5 Consumer Discretionary 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.44M 0.06%
15,955
-5,620
127
$2.36M 0.06%
5,946
-445
128
$2.32M 0.06%
40,119
-4,222
129
$2.19M 0.06%
22,975
-7,727
130
$1.98M 0.05%
4,951
+32
131
$1.92M 0.05%
31,351
-4,794
132
$1.9M 0.05%
32,925
-2,527
133
$1.9M 0.05%
7,551
-1,612
134
$1.89M 0.05%
21,936
+167
135
$1.86M 0.05%
12,379
-7,265
136
$1.83M 0.05%
51,205
+645
137
$1.82M 0.05%
31,380
138
$1.8M 0.05%
12,274
-60
139
$1.74M 0.05%
72,344
+14,893
140
$1.73M 0.05%
22,505
+139
141
$1.72M 0.05%
155,024
+20,569
142
$1.7M 0.04%
118,325
+22,576
143
$1.69M 0.04%
24,412
-2,206
144
$1.64M 0.04%
8,449
-3,340
145
$1.6M 0.04%
70,033
-23,254
146
$1.59M 0.04%
19,968
-1,800
147
$1.58M 0.04%
148,144
+3,037
148
$1.5M 0.04%
31,261
+1,459
149
$1.47M 0.04%
15,566
-7,192
150
$1.46M 0.04%
54,233
+13,418
4 5
6
7 8