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
$3.82B
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$61.3M
2
+$50.2M
3
+$44.5M
4
GPC icon
Genuine Parts
GPC
+$39.1M
5
AAP icon
Advance Auto Parts
AAP
+$34.3M

Top Sells

1
+$78M
2
+$37.8M
3
+$31.8M
4
ETR icon
Entergy
ETR
+$27.6M
5
BAH icon
Booz Allen Hamilton
BAH
+$24.8M

Sector Composition

1 Industrials 17.11%
2 Financials 17.06%
3 Technology 14.34%
4 Healthcare 10.06%
5 Consumer Discretionary 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.45M 0.04%
145,609
+9,052
152
$1.44M 0.04%
17,831
+364
153
$1.38M 0.04%
24,558
+5,869
154
$1.34M 0.04%
15,088
+65
155
$1.34M 0.04%
25,615
+301
156
$1.34M 0.04%
26,226
157
$1.33M 0.03%
+34,697
158
$1.32M 0.03%
23,224
+913
159
$1.32M 0.03%
6,411
-1,187
160
$1.32M 0.03%
13,430
161
$1.29M 0.03%
8,045
-19
162
$1.27M 0.03%
46,940
+314
163
$1.24M 0.03%
32,365
-434
164
$1.23M 0.03%
19,884
+4,354
165
$1.23M 0.03%
5,111
-365
166
$1.22M 0.03%
12,931
+383
167
$1.19M 0.03%
10,323
-53
168
$1.16M 0.03%
7,277
-2,122
169
$1.15M 0.03%
7,650
-10
170
$1.13M 0.03%
3,115
+14
171
$1.12M 0.03%
3,128
172
$1.11M 0.03%
12,740
173
$1.09M 0.03%
13,252
-28
174
$1.01M 0.03%
15,039
-2,415
175
$957K 0.03%
+25,944
5 6
7
8 9