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
$4.94B
AUM Growth
+$96.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$20.4M
3
+$19.8M
4
YHOO
Yahoo Inc
YHOO
+$14.2M
5
UPS icon
United Parcel Service
UPS
+$13.7M

Top Sells

1
+$36.9M
2
+$32.9M
3
+$19.5M
4
MCK icon
McKesson
MCK
+$19.3M
5
MTB icon
M&T Bank
MTB
+$17.1M

Sector Composition

1 Financials 19.92%
2 Healthcare 13.93%
3 Consumer Discretionary 10.9%
4 Technology 9.28%
5 Communication Services 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1M 0.02%
7,969
+715
202
$995K 0.02%
53,499
+310
203
$991K 0.02%
57,721
+3,023
204
$985K 0.02%
43,280
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205
$973K 0.02%
27,899
+3,328
206
$968K 0.02%
72,105
-39
207
$953K 0.02%
8,420
-207
208
$935K 0.02%
8,234
-270
209
$924K 0.02%
33,482
+1,812
210
$915K 0.02%
15,317
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211
$913K 0.02%
12,040
-69,507
212
$876K 0.02%
12,272
+288
213
$868K 0.02%
26,649
+8
214
$856K 0.02%
2,574
+152
215
$853K 0.02%
17,304
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216
$811K 0.02%
37,291
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217
$787K 0.02%
19,450
218
$767K 0.02%
47,077
-11,972
219
$748K 0.02%
15,199
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220
$748K 0.02%
11,831
+1,587
221
$742K 0.02%
7,067
-1,445
222
$676K 0.01%
9,343
-509
223
$673K 0.01%
24,240
+410
224
$668K 0.01%
50,329
+2,519
225
$662K 0.01%
16,609
-6,027
7 8
9
10 11