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
$4.74M
AUM Growth
-$2.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$940K
3
+$39.3K
4
HUBB icon
Hubbell
HUBB
+$23.6K
5
FHB icon
First Hawaiian
FHB
+$22.3K

Top Sells

1
+$35.5M
2
+$24.1M
3
+$22.1M
4
NFG icon
National Fuel Gas
NFG
+$13.9M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$8.08M

Sector Composition

1 Financials 10.67%
2 Industrials 8.23%
3 Healthcare 7.28%
4 Technology 6.25%
5 Consumer Staples 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.11K 0.02%
31,189
+264
152
$1.1K 0.02%
33,209
+670
153
$1.09K 0.02%
19,190
-1,884
154
$1.09K 0.02%
29,934
-32,535
155
$1.07K 0.02%
63,783
+30,742
156
$1.05K 0.02%
17,675
-1,925
157
$1.04K 0.02%
3,470
-8
158
$1.04K 0.02%
13,540
-18,054
159
$1.02K 0.02%
718,890
+244,824
160
$1K 0.02%
14,312
+1,562
161
$991 0.02%
56,195
-1,736
162
$982 0.02%
14,712
-1,723
163
$949 0.02%
29,029
+1,295
164
$871 0.02%
+12,025
165
$868 0.02%
11,411
+2,179
166
$856 0.02%
28,115
167
$851 0.02%
23,083
+124
168
$817 0.02%
6,377
+545
169
$767 0.02%
16,725
+6,684
170
$762 0.02%
3,858
-600
171
$749 0.02%
6,374
-11,935
172
$743 0.02%
6,692
+248
173
$738 0.02%
3,885
174
$731 0.02%
8,698
+3,250
175
$722 0.02%
+60,204
5 6
7
8 9