ACA

Anchor Capital Advisors Portfolio holdings

AUM $3.41B
1-Year Est. Return 14.91%
This Quarter Est. Return
1 Year Est. Return
+14.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.58B
AUM Growth
-$277M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$29.3M
3
+$17.1M
4
KVUE icon
Kenvue
KVUE
+$13.4M
5
WRB icon
W.R. Berkley
WRB
+$9.53M

Top Sells

1
+$50.2M
2
+$45.2M
3
+$25.3M
4
SEDG icon
SolarEdge
SEDG
+$24.5M
5
DG icon
Dollar General
DG
+$23.2M

Sector Composition

1 Industrials 16.7%
2 Financials 15.14%
3 Technology 11.81%
4 Healthcare 10.94%
5 Energy 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$851K 0.02%
14,837
177
$850K 0.02%
19,912
-3,016
178
$826K 0.02%
6,265
179
$780K 0.02%
4,179
+689
180
$769K 0.02%
3,351
+240
181
$755K 0.02%
22,751
-150
182
$718K 0.02%
10,533
-1,764
183
$716K 0.02%
32,205
-2,508
184
$707K 0.02%
+13,138
185
$701K 0.02%
25,405
-7,298
186
$694K 0.02%
6,575
187
$693K 0.02%
5,786
188
$688K 0.02%
42,355
-19,347
189
$684K 0.02%
3,479
190
$684K 0.02%
6,461
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191
$670K 0.02%
7,255
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192
$662K 0.02%
63,791
193
$656K 0.02%
1,500
194
$645K 0.02%
25,974
195
$630K 0.02%
11,984
-1,517
196
$629K 0.02%
25,777
-2,005
197
$620K 0.02%
2,920
198
$617K 0.02%
6,298
-5,899
199
$604K 0.02%
52,456
-22,987
200
$602K 0.02%
2,614
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