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
$2.77B
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$40.6M
2
+$20.2M
3
+$18.1M
4
HBAN icon
Huntington Bancshares
HBAN
+$5.64M
5
APC
Anadarko Petroleum
APC
+$5.15M

Top Sells

1
+$21.8M
2
+$14.4M
3
+$14.3M
4
HIG icon
Hartford Financial Services
HIG
+$10.3M
5
SPN
Superior Energy Services, Inc.
SPN
+$8.38M

Sector Composition

1 Financials 18.94%
2 Healthcare 12.92%
3 Technology 10.35%
4 Communication Services 8.45%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$463K 0.02%
8,490
202
$453K 0.02%
17,380
203
$452K 0.02%
11,610
204
$450K 0.02%
4,920
205
$448K 0.02%
5,394
206
$445K 0.02%
8,024
+2,343
207
$443K 0.02%
5,284
-1,300
208
$435K 0.02%
3,670
209
$433K 0.02%
26,137
210
$431K 0.02%
5,170
-400
211
$414K 0.01%
8,640
212
$401K 0.01%
12,560
213
$388K 0.01%
3,190
-450
214
$386K 0.01%
+17,562
215
$379K 0.01%
3,600
-51
216
$377K 0.01%
7,240
217
$374K 0.01%
13,610
218
$373K 0.01%
10,804
+265
219
$372K 0.01%
7,640
+80
220
$369K 0.01%
22,800
221
$368K 0.01%
1,975
222
$357K 0.01%
5,760
223
$357K 0.01%
4,000
224
$354K 0.01%
6,095
225
$351K 0.01%
5,744
-2,272
7 8
9
10 11