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
$3.82B
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$61.3M
2
+$50.2M
3
+$44.5M
4
GPC icon
Genuine Parts
GPC
+$39.1M
5
AAP icon
Advance Auto Parts
AAP
+$34.3M

Top Sells

1
+$78M
2
+$37.8M
3
+$31.8M
4
ETR icon
Entergy
ETR
+$27.6M
5
BAH icon
Booz Allen Hamilton
BAH
+$24.8M

Sector Composition

1 Industrials 17.11%
2 Financials 17.06%
3 Technology 14.34%
4 Healthcare 10.06%
5 Consumer Discretionary 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$954K 0.03%
6,265
177
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18,998
+84
178
$897K 0.02%
33,796
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179
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-9,575
180
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184
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186
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188
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189
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190
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191
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194
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196
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197
$579K 0.02%
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198
$577K 0.02%
2,220
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199
$572K 0.02%
21,560
200
$526K 0.01%
11,910
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