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
$2.81B
AUM Growth
-$1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$18.3M
3
+$5.96M
4
BA icon
Boeing
BA
+$2.04M
5
DRI icon
Darden Restaurants
DRI
+$1.55M

Top Sells

1
+$50M
2
+$28.8M
3
+$27.2M
4
SYY icon
Sysco
SYY
+$24.6M
5
KSS icon
Kohl's
KSS
+$23.2M

Sector Composition

1 Financials 18.98%
2 Healthcare 15.34%
3 Communication Services 10.02%
4 Technology 8.82%
5 Consumer Discretionary 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.41M 0.05%
93,860
-2,614
152
$1.34M 0.05%
10,796
+2,215
153
$1.32M 0.04%
60,289
+1,048
154
$1.3M 0.04%
52,201
+864
155
$1.29M 0.04%
8,021
-252
156
$1.29M 0.04%
44,667
-1,322
157
$1.27M 0.04%
90,131
+53,277
158
$1.25M 0.04%
18,200
159
$1.24M 0.04%
25,067
+398
160
$1.23M 0.04%
27,770
161
$1.23M 0.04%
60,190
+1,168
162
$1.19M 0.04%
29,395
+524
163
$1.19M 0.04%
36,415
+815
164
$1.19M 0.04%
14,700
+10,000
165
$1.19M 0.04%
138,484
-1,818,578
166
$1.18M 0.04%
53,549
+917
167
$1.17M 0.04%
+51,799
168
$1.17M 0.04%
19,597
-183
169
$1.16M 0.04%
26,406
+493
170
$1.15M 0.04%
31,400
+22,100
171
$1.13M 0.04%
42,699
+699
172
$1.12M 0.04%
8,448
+166
173
$1.08M 0.04%
19,988
-990
174
$1.07M 0.04%
22,505
+408
175
$1.07M 0.04%
43,208
+772
5 6
7
8 9