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
$3.95B
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$46.3M
2
+$43.3M
3
+$31.7M
4
HSY icon
Hershey
HSY
+$26.7M
5
SYF icon
Synchrony
SYF
+$17.9M

Top Sells

1
+$53.2M
2
+$40.2M
3
+$34.2M
4
DD
Du Pont De Nemours E I
DD
+$27.8M
5
AVY icon
Avery Dennison
AVY
+$18.7M

Sector Composition

1 Financials 20.27%
2 Healthcare 14.71%
3 Communication Services 10.31%
4 Consumer Discretionary 10.23%
5 Technology 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$776K 0.02%
40,819
-9,086
202
$771K 0.02%
+18,000
203
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+8,200
204
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-200
205
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11,343
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206
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207
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14,471
-212
208
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23,168
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209
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11,918
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211
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213
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214
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9,359
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215
$668K 0.02%
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216
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217
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218
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219
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220
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47,359
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221
$577K 0.01%
33,430
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222
$574K 0.01%
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223
$541K 0.01%
94,283
-86,234
224
$528K 0.01%
2,202
-302
225
$526K 0.01%
10,348
-1,290
7 8
9
10 11