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
$2.76B
AUM Growth
+$2.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$18.1M
3
+$17M
4
EFX icon
Equifax
EFX
+$15.5M
5
MHK icon
Mohawk Industries
MHK
+$14.8M

Top Sells

1
+$28.9M
2
+$19.7M
3
+$18.6M
4
STI
SunTrust Banks, Inc.
STI
+$15.3M
5
PFE icon
Pfizer
PFE
+$11M

Sector Composition

1 Financials 17.28%
2 Industrials 15.87%
3 Healthcare 12.23%
4 Technology 10.02%
5 Consumer Discretionary 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$716K 0.03%
3,885
177
$701K 0.03%
9,148
-4,918
178
$695K 0.03%
33,225
-884
179
$686K 0.02%
59,260
-944
180
$681K 0.02%
+26,000
181
$636K 0.02%
21,020
+5,250
182
$625K 0.02%
3,600
183
$624K 0.02%
3,130
-160
184
$616K 0.02%
10,880
185
$614K 0.02%
8,330
-183
186
$613K 0.02%
38,231
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187
$604K 0.02%
22,914
+7,760
188
$598K 0.02%
12,960
189
$597K 0.02%
4,347
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190
$591K 0.02%
7,290
+3,221
191
$589K 0.02%
6,734
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192
$587K 0.02%
6,200
-1,000
193
$585K 0.02%
9,530
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194
$577K 0.02%
3,543
195
$556K 0.02%
8,768
+3,030
196
$538K 0.02%
15,020
+1,425
197
$506K 0.02%
7,265
-1,433
198
$498K 0.02%
2,027
-539
199
$490K 0.02%
7,930
200
$484K 0.02%
7,813
-250
6 7
8
9 10