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
$2.76B
AUM Growth
+$2.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$18.1M
3
+$17M
4
EFX icon
Equifax
EFX
+$15.5M
5
MHK icon
Mohawk Industries
MHK
+$14.8M

Top Sells

1
+$28.9M
2
+$19.7M
3
+$18.6M
4
STI
SunTrust Banks, Inc.
STI
+$15.3M
5
PFE icon
Pfizer
PFE
+$11M

Sector Composition

1 Financials 17.28%
2 Industrials 15.87%
3 Healthcare 12.23%
4 Technology 10.02%
5 Consumer Discretionary 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.17M 0.04%
56,322
-2,763
152
$1.17M 0.04%
16,053
+4,642
153
$1.11M 0.04%
55,064
-3,097
154
$1.1M 0.04%
36,415
-950
155
$1.08M 0.04%
732,807
+13,917
156
$1.03M 0.04%
25,645
-4,289
157
$1.02M 0.04%
11,838
-1,702
158
$983K 0.04%
32,429
-780
159
$974K 0.04%
26,932
-2,097
160
$962K 0.03%
6,106
-268
161
$954K 0.03%
16,205
-1,470
162
$952K 0.03%
22,766
-317
163
$936K 0.03%
28,786
-572,383
164
$888K 0.03%
14,553
-159
165
$886K 0.03%
12,020
-1,005
166
$884K 0.03%
28,115
167
$874K 0.03%
61,429
-2,354
168
$823K 0.03%
29,873
-1,316
169
$793K 0.03%
3,858
170
$791K 0.03%
16,478
-247
171
$788K 0.03%
5,642
-1,050
172
$774K 0.03%
12,215
+190
173
$734K 0.03%
+4,239
174
$722K 0.03%
3,475
175
$722K 0.03%
5,972
-405
5 6
7
8 9