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
$3.38B
AUM Growth
-$1.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$31.9M
3
+$25.2M
4
SEDG icon
SolarEdge
SEDG
+$24.9M
5
DCI icon
Donaldson
DCI
+$22.2M

Top Sells

1
+$70.7M
2
+$44.1M
3
+$28.3M
4
MHK icon
Mohawk Industries
MHK
+$26.4M
5
UN
Unilever NV New York Registry Shares
UN
+$19.9M

Sector Composition

1 Industrials 16.7%
2 Technology 13.94%
3 Financials 12.58%
4 Healthcare 11.89%
5 Consumer Staples 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$391K 0.01%
92,550
202
$391K 0.01%
1,500
203
$390K 0.01%
7,319
-70
204
$388K 0.01%
276,645
205
$384K 0.01%
12,451
-1,495
206
$381K 0.01%
5,007
-50
207
$373K 0.01%
17,380
208
$365K 0.01%
21,520
-1,294
209
$360K 0.01%
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-170
210
$356K 0.01%
10,445
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211
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6,763
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212
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213
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9,585
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214
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215
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8,058
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216
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1,632
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217
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15,465
218
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219
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220
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221
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3,560
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222
$271K 0.01%
5,000
223
$269K 0.01%
2,348
-370
224
$250K 0.01%
+5,332
225
$245K 0.01%
11,310
-3,795
7 8
9
10 11