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
$2.77B
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$40.6M
2
+$20.2M
3
+$18.1M
4
HBAN icon
Huntington Bancshares
HBAN
+$5.64M
5
APC
Anadarko Petroleum
APC
+$5.15M

Top Sells

1
+$21.8M
2
+$14.4M
3
+$14.3M
4
HIG icon
Hartford Financial Services
HIG
+$10.3M
5
SPN
Superior Energy Services, Inc.
SPN
+$8.38M

Sector Composition

1 Financials 18.94%
2 Healthcare 12.92%
3 Technology 10.35%
4 Communication Services 8.45%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.28M 0.05%
5,045
+250
152
$1.27M 0.05%
64,597
+743
153
$1.26M 0.05%
54,940
+10,610
154
$1.23M 0.04%
3,965
-165
155
$1.23M 0.04%
10,918
-9,815
156
$1.23M 0.04%
57,224
+572
157
$1.21M 0.04%
36,110
+8,310
158
$1.2M 0.04%
41,033
+352
159
$1.2M 0.04%
17,458
160
$1.19M 0.04%
34,464
+8,363
161
$1.18M 0.04%
19,588
162
$1.18M 0.04%
19,834
+2,135
163
$1.15M 0.04%
67,493
+652
164
$1.15M 0.04%
27,293
+760
165
$1.1M 0.04%
11,497
-55
166
$1.07M 0.04%
22,105
+198
167
$1.06M 0.04%
36,732
+292
168
$1.02M 0.04%
27,040
+427
169
$1M 0.04%
25,497
+177
170
$998K 0.04%
13,080
+254
171
$961K 0.03%
18,122
-309
172
$949K 0.03%
41,560
-17,312
173
$936K 0.03%
74,708
-2,845
174
$913K 0.03%
42,681
+16,809
175
$912K 0.03%
3,844
-42
5 6
7
8 9