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
$3.95B
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$46.3M
2
+$43.3M
3
+$31.7M
4
HSY icon
Hershey
HSY
+$26.7M
5
SYF icon
Synchrony
SYF
+$17.9M

Top Sells

1
+$53.2M
2
+$40.2M
3
+$34.2M
4
DD
Du Pont De Nemours E I
DD
+$27.8M
5
AVY icon
Avery Dennison
AVY
+$18.7M

Sector Composition

1 Financials 20.27%
2 Healthcare 14.71%
3 Communication Services 10.31%
4 Consumer Discretionary 10.23%
5 Technology 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.04M 0.03%
36,685
-3,838
177
$1.04M 0.03%
23,913
+385
178
$1.04M 0.03%
57,384
+6,871
179
$1.04M 0.03%
36,156
-70,352
180
$1.03M 0.03%
8,034
+35
181
$1.02M 0.03%
25,112
+440
182
$1.02M 0.03%
49,521
+639
183
$1.02M 0.03%
51,077
-2,982
184
$1.02M 0.03%
46,313
+674
185
$1.02M 0.03%
20,220
186
$993K 0.03%
28,065
-1,572
187
$979K 0.02%
59,939
-5,949
188
$972K 0.02%
26,399
-705
189
$969K 0.02%
5,375
-495
190
$953K 0.02%
13,885
+7,485
191
$952K 0.02%
6,206
-1,368
192
$944K 0.02%
66,831
-2,518
193
$942K 0.02%
167,070
-195,250
194
$936K 0.02%
56,792
+3,264
195
$869K 0.02%
32,914
196
$860K 0.02%
97,404
-4,358
197
$849K 0.02%
6,418
-290
198
$814K 0.02%
21,385
+2,132
199
$809K 0.02%
12,195
-190
200
$783K 0.02%
14,807
-194,253
6 7
8
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