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
$2.76B
AUM Growth
+$2.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$18.1M
3
+$17M
4
EFX icon
Equifax
EFX
+$15.5M
5
MHK icon
Mohawk Industries
MHK
+$14.8M

Top Sells

1
+$28.9M
2
+$19.7M
3
+$18.6M
4
STI
SunTrust Banks, Inc.
STI
+$15.3M
5
PFE icon
Pfizer
PFE
+$11M

Sector Composition

1 Financials 17.28%
2 Industrials 15.87%
3 Healthcare 12.23%
4 Technology 10.02%
5 Consumer Discretionary 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$482K 0.02%
35,560
202
$463K 0.02%
8,560
-300
203
$457K 0.02%
8,151
-100
204
$455K 0.02%
3,725
205
$454K 0.02%
11,625
206
$433K 0.02%
17,380
207
$430K 0.02%
1,500
208
$415K 0.02%
23,401
209
$414K 0.02%
2,663
-950
210
$414K 0.02%
8,245
+1,020
211
$408K 0.01%
3,280
-191
212
$407K 0.01%
2,698
-14,660
213
$404K 0.01%
5,315
214
$404K 0.01%
9,785
215
$401K 0.01%
3,840
-1,015
216
$401K 0.01%
21,707
+2,550
217
$399K 0.01%
5,492
-1,405
218
$386K 0.01%
7,140
219
$382K 0.01%
1,838
-1,430
220
$369K 0.01%
7,088
-135
221
$352K 0.01%
7,375
-3,889
222
$350K 0.01%
4,294
-50
223
$334K 0.01%
31,970
-22,560
224
$333K 0.01%
3,090
+360
225
$314K 0.01%
3,920
-14
7 8
9
10 11