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
$3.88B
AUM Growth
+$506M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$35.5M
2
+$32.5M
3
+$23.6M
4
PBF icon
PBF Energy
PBF
+$19.9M
5
BA icon
Boeing
BA
+$19.5M

Top Sells

1
+$27.6M
2
+$20.8M
3
+$19.8M
4
DOX icon
Amdocs
DOX
+$18.8M
5
DG icon
Dollar General
DG
+$18.6M

Sector Composition

1 Industrials 17.25%
2 Technology 14.3%
3 Financials 11.91%
4 Healthcare 10.19%
5 Consumer Staples 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.16M 0.03%
5,997
+14
152
$1.15M 0.03%
13,790
-972
153
$1.13M 0.03%
+63,891
154
$1.09M 0.03%
28,605
-18,814
155
$1.07M 0.03%
14,022
-528
156
$1.07M 0.03%
65,321
+9,631
157
$1.06M 0.03%
23,639
+8
158
$1.05M 0.03%
266,655
-9,990
159
$1.01M 0.03%
4,285
160
$987K 0.03%
5,383
-57,246
161
$974K 0.03%
33,111
+3,578
162
$964K 0.02%
5,632
+1,361
163
$952K 0.02%
85,583
-10,520
164
$939K 0.02%
18,553
-11,724
165
$927K 0.02%
22,292
-286
166
$918K 0.02%
10,472
-5,448
167
$900K 0.02%
27,360
-755
168
$895K 0.02%
7,807
-1,110
169
$855K 0.02%
6,200
170
$849K 0.02%
20,522
-9,662
171
$829K 0.02%
20,120
-553
172
$815K 0.02%
95,550
+3,000
173
$800K 0.02%
22,049
-3,300
174
$747K 0.02%
26,356
-1,537
175
$732K 0.02%
9,424
-371
5 6
7
8 9