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
$4.73B
AUM Growth
+$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$77.7M
2
+$52.9M
3
+$47.8M
4
C icon
Citigroup
C
+$23M
5
IDA icon
Idacorp
IDA
+$22.6M

Top Sells

1
+$61.1M
2
+$47.2M
3
+$36.7M
4
SON icon
Sonoco
SON
+$30.1M
5
EFX icon
Equifax
EFX
+$29.7M

Sector Composition

1 Industrials 18.95%
2 Financials 14.87%
3 Technology 13.77%
4 Consumer Discretionary 10.57%
5 Healthcare 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.14M 0.02%
13,211
-179
177
$1.14M 0.02%
7,156
+790
178
$1.11M 0.02%
25,713
-1,250
179
$1.06M 0.02%
4,744
180
$1M 0.02%
4,035
-50
181
$1M 0.02%
22,435
-195,578
182
$992K 0.02%
19,347
-1,580
183
$984K 0.02%
137,985
+36,655
184
$981K 0.02%
5,314
185
$981K 0.02%
40,865
-1,440
186
$935K 0.02%
5,015
-57
187
$934K 0.02%
18,385
188
$918K 0.02%
27,310
-1,137
189
$864K 0.02%
8,380
190
$850K 0.02%
18,599
-1,327
191
$830K 0.02%
3,408
192
$803K 0.02%
2,831
-64
193
$802K 0.02%
20,787
-2,249
194
$788K 0.02%
24,595
+300
195
$788K 0.02%
5,235
196
$787K 0.02%
4,920
-465
197
$785K 0.02%
26,275
-33,988
198
$776K 0.02%
2,890
199
$771K 0.02%
2
200
$768K 0.02%
8,070
6 7
8
9 10