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
$3.38B
AUM Growth
-$1.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$31.9M
3
+$25.2M
4
SEDG icon
SolarEdge
SEDG
+$24.9M
5
DCI icon
Donaldson
DCI
+$22.2M

Top Sells

1
+$70.7M
2
+$44.1M
3
+$28.3M
4
MHK icon
Mohawk Industries
MHK
+$26.4M
5
UN
Unilever NV New York Registry Shares
UN
+$19.9M

Sector Composition

1 Industrials 16.7%
2 Technology 13.94%
3 Financials 12.58%
4 Healthcare 11.89%
5 Consumer Staples 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$567K 0.02%
3,408
-250
177
$549K 0.02%
3,725
178
$548K 0.02%
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-158
179
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3,125
182
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+8,172
183
$502K 0.01%
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184
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186
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190
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191
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197
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$409K 0.01%
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199
$405K 0.01%
7,500
200
$397K 0.01%
10,810
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