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
$3.89B
AUM Growth
-$64.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$47.4M
2
+$38.6M
3
+$30.5M
4
HBAN icon
Huntington Bancshares
HBAN
+$25.4M
5
UNFI icon
United Natural Foods
UNFI
+$24.5M

Top Sells

1
+$35.1M
2
+$34.7M
3
+$31.7M
4
LDOS icon
Leidos
LDOS
+$30.3M
5
GRA
W.R. Grace & Co.
GRA
+$24.4M

Sector Composition

1 Financials 19.01%
2 Healthcare 15.57%
3 Communication Services 11.11%
4 Consumer Discretionary 9.57%
5 Technology 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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11,250
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202
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14,073
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$394K 0.01%
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$392K 0.01%
6,226
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225
$388K 0.01%
19,596
+527
7 8
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10 11