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
$5.02B
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$44M
2
+$38.6M
3
+$34.8M
4
VZ icon
Verizon
VZ
+$26.1M
5
APA icon
APA Corp
APA
+$9.54M

Top Sells

1
+$79.9M
2
+$51.6M
3
+$18.5M
4
VOD icon
Vodafone
VOD
+$15.4M
5
NI icon
NiSource
NI
+$14.4M

Sector Composition

1 Financials 19.26%
2 Healthcare 13.63%
3 Consumer Discretionary 11.37%
4 Technology 10.6%
5 Communication Services 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.84M 0.06%
57,081
-6,759
152
$2.82M 0.06%
70,647
-2,406
153
$2.56M 0.05%
63,865
+1,680
154
$2.55M 0.05%
+142,686
155
$2.47M 0.05%
48,072
-36,375
156
$2.05M 0.04%
12,534
-1,279
157
$1.96M 0.04%
88,942
-1,520
158
$1.88M 0.04%
15,187
-2,250
159
$1.88M 0.04%
220,258
-5,882
160
$1.78M 0.04%
94,326
-3,218
161
$1.74M 0.03%
10,580
-762
162
$1.71M 0.03%
22,098
+2,371
163
$1.67M 0.03%
24,046
+2,517
164
$1.65M 0.03%
15,457
+1,757
165
$1.65M 0.03%
36,183
-30,420
166
$1.52M 0.03%
53,170
+20,619
167
$1.51M 0.03%
21,746
+705
168
$1.46M 0.03%
17,976
169
$1.45M 0.03%
18,602
-350
170
$1.41M 0.03%
29,915
+1,029
171
$1.41M 0.03%
51,310
-670
172
$1.36M 0.03%
17,360
+1,880
173
$1.35M 0.03%
62,586
-9,250
174
$1.32M 0.03%
54,000
-74,000
175
$1.31M 0.03%
28,468
5 6
7
8 9