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
$2.46B
AUM Growth
-$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$40.4M
2
+$22.5M
3
+$20.8M
4
GL icon
Globe Life
GL
+$20.2M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$18.3M

Top Sells

1
+$30.7M
2
+$23.3M
3
+$15.3M
4
HIG icon
Hartford Financial Services
HIG
+$11M
5
HPE icon
Hewlett Packard
HPE
+$10.9M

Sector Composition

1 Financials 18.43%
2 Healthcare 14.06%
3 Technology 10.59%
4 Industrials 9.72%
5 Consumer Staples 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.26M 0.05%
23,883
-1,452
152
$1.24M 0.05%
22,099
-1,325
153
$1.24M 0.05%
56,582
+8,794
154
$1.24M 0.05%
+69,279
155
$1.23M 0.05%
40,865
-3,849
156
$1.22M 0.05%
44,122
-374
157
$1.21M 0.05%
+47,868
158
$1.2M 0.05%
21,074
-3,288
159
$1.16M 0.05%
48,677
+11,937
160
$1.15M 0.05%
+17,370
161
$1.12M 0.05%
60,783
+392
162
$1.1M 0.04%
56,364
-5,520
163
$1.09M 0.04%
19,600
+5,380
164
$1.08M 0.04%
16,582
165
$1.07M 0.04%
25,324
+4,488
166
$1.06M 0.04%
98,938
+28,819
167
$1.04M 0.04%
+2,017
168
$1.03M 0.04%
+11,344
169
$1.03M 0.04%
41,261
-1,532
170
$1.02M 0.04%
16,435
-60
171
$1.02M 0.04%
6,840
-4,829
172
$1.01M 0.04%
27,734
-14,475
173
$1M 0.04%
47,940
-383,489
174
$986K 0.04%
30,925
-2,825
175
$963K 0.04%
14,116
+37
5 6
7
8 9