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
$5.19B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$48.8M
2
+$18.5M
3
+$13.2M
4
DGX icon
Quest Diagnostics
DGX
+$10.2M
5
DOX icon
Amdocs
DOX
+$9.58M

Top Sells

1
+$27.4M
2
+$12.1M
3
+$12M
4
DUK icon
Duke Energy
DUK
+$8.81M
5
AA icon
Alcoa
AA
+$7.32M

Sector Composition

1 Financials 18.51%
2 Healthcare 14%
3 Technology 10.7%
4 Consumer Discretionary 10.53%
5 Communication Services 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.36M 0.03%
+56,123
177
$1.35M 0.03%
28,468
178
$1.35M 0.03%
39,683
+4,176
179
$1.32M 0.03%
143,388
-76,870
180
$1.32M 0.03%
7,888
-4,646
181
$1.31M 0.03%
45,393
+29,441
182
$1.3M 0.03%
35,993
+2,675
183
$1.29M 0.02%
24,310
+550
184
$1.29M 0.02%
51,238
+3,610
185
$1.27M 0.02%
47,149
+4,353
186
$1.27M 0.02%
138,540
+12,262
187
$1.26M 0.02%
21,952
+1,512
188
$1.26M 0.02%
49,434
+4,460
189
$1.25M 0.02%
22,862
+1,754
190
$1.18M 0.02%
28,790
-2,847
191
$1.17M 0.02%
25,905
+2,143
192
$1.13M 0.02%
8,804
-6,383
193
$1.11M 0.02%
121,309
+7,859
194
$1.11M 0.02%
41,336
+4,184
195
$1.11M 0.02%
28,770
+2,275
196
$1.1M 0.02%
26,928
-1,582
197
$1.1M 0.02%
37,245
+3,500
198
$1.09M 0.02%
33,813
199
$1.09M 0.02%
19,807
+7
200
$1.07M 0.02%
18,995
-511
6 7
8
9 10