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
$3.95B
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$46.3M
2
+$43.3M
3
+$31.7M
4
HSY icon
Hershey
HSY
+$26.7M
5
SYF icon
Synchrony
SYF
+$17.9M

Top Sells

1
+$53.2M
2
+$40.2M
3
+$34.2M
4
DD
Du Pont De Nemours E I
DD
+$27.8M
5
AVY icon
Avery Dennison
AVY
+$18.7M

Sector Composition

1 Financials 20.27%
2 Healthcare 14.71%
3 Communication Services 10.31%
4 Consumer Discretionary 10.23%
5 Technology 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.84M 0.05%
60,265
+52,151
152
$1.72M 0.04%
18,258
-34
153
$1.69M 0.04%
20,311
+1,247
154
$1.66M 0.04%
44,395
+9,912
155
$1.66M 0.04%
17,857
156
$1.65M 0.04%
90,160
-9,418
157
$1.59M 0.04%
29,275
-2,200
158
$1.57M 0.04%
124,216
-17,671
159
$1.56M 0.04%
+290,544
160
$1.56M 0.04%
21,887
-2,520
161
$1.5M 0.04%
19,218
-973
162
$1.47M 0.04%
40,962
+102
163
$1.47M 0.04%
+51,735
164
$1.43M 0.04%
12,139
165
$1.41M 0.04%
676,061
+12,623
166
$1.38M 0.03%
51,777
-164,873
167
$1.38M 0.03%
34,538
-2,685
168
$1.26M 0.03%
36,048
-2,599
169
$1.24M 0.03%
54,505
-491
170
$1.2M 0.03%
279,933
+138,810
171
$1.17M 0.03%
122,703
-6,490
172
$1.1M 0.03%
21,578
+461
173
$1.1M 0.03%
41,234
-286
174
$1.1M 0.03%
33,865
-842
175
$1.06M 0.03%
13,209
-1,157
5 6
7
8 9