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
$4.73B
AUM Growth
+$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$77.7M
2
+$52.9M
3
+$47.8M
4
C icon
Citigroup
C
+$23M
5
IDA icon
Idacorp
IDA
+$22.6M

Top Sells

1
+$61.1M
2
+$47.2M
3
+$36.7M
4
SON icon
Sonoco
SON
+$30.1M
5
EFX icon
Equifax
EFX
+$29.7M

Sector Composition

1 Industrials 18.95%
2 Financials 14.87%
3 Technology 13.77%
4 Consumer Discretionary 10.57%
5 Healthcare 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.78M 0.04%
9,410
152
$1.74M 0.04%
108,825
-32,985
153
$1.71M 0.04%
27,820
154
$1.66M 0.04%
33,240
-1,891
155
$1.63M 0.03%
39,040
-4,601
156
$1.6M 0.03%
41,417
157
$1.59M 0.03%
+136,776
158
$1.57M 0.03%
19,897
-143,862
159
$1.56M 0.03%
42,518
-49,611
160
$1.52M 0.03%
4,970
-30
161
$1.49M 0.03%
11,241
-80
162
$1.47M 0.03%
+118,490
163
$1.46M 0.03%
52,200
+11,765
164
$1.46M 0.03%
19,686
-339
165
$1.44M 0.03%
27,380
+8,220
166
$1.41M 0.03%
31,305
-505
167
$1.41M 0.03%
+208,572
168
$1.41M 0.03%
+139,225
169
$1.32M 0.03%
15,720
+3,112
170
$1.25M 0.03%
59,038
-1,895
171
$1.22M 0.03%
5,419
-111
172
$1.19M 0.03%
35,401
-368,804
173
$1.18M 0.03%
41,083
+20,626
174
$1.17M 0.02%
18,207
-1,385
175
$1.17M 0.02%
3,152
5 6
7
8 9