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
$4.94B
AUM Growth
+$96.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$20.4M
3
+$19.8M
4
YHOO
Yahoo Inc
YHOO
+$14.2M
5
UPS icon
United Parcel Service
UPS
+$13.7M

Top Sells

1
+$36.9M
2
+$32.9M
3
+$19.5M
4
MCK icon
McKesson
MCK
+$19.3M
5
MTB icon
M&T Bank
MTB
+$17.1M

Sector Composition

1 Financials 19.92%
2 Healthcare 13.93%
3 Consumer Discretionary 10.9%
4 Technology 9.28%
5 Communication Services 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.32M 0.03%
51,763
+464
177
$1.29M 0.03%
138,354
-6,550
178
$1.27M 0.03%
23,893
+1,425
179
$1.26M 0.03%
40,831
+2,270
180
$1.23M 0.02%
12,160
181
$1.22M 0.02%
29,017
+171
182
$1.22M 0.02%
42,579
+1,036
183
$1.21M 0.02%
137,612
+11,848
184
$1.19M 0.02%
25,169
+1,245
185
$1.17M 0.02%
44,330
+1,170
186
$1.16M 0.02%
+15,770
187
$1.16M 0.02%
31,369
+1,607
188
$1.16M 0.02%
58,372
+2,827
189
$1.16M 0.02%
72,855
+6,172
190
$1.15M 0.02%
69,952
+1,078
191
$1.15M 0.02%
49,373
+2,139
192
$1.14M 0.02%
21,317
-9,535
193
$1.11M 0.02%
16,961
-1,350
194
$1.1M 0.02%
15,885
-567
195
$1.08M 0.02%
57,000
+1,542
196
$1.07M 0.02%
13,614
-8,110
197
$1.05M 0.02%
19,458
-74
198
$1.05M 0.02%
37,265
-132,355
199
$1.04M 0.02%
25,955
+1,489
200
$1.01M 0.02%
52,978
+852
6 7
8
9 10