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
$4.73B
AUM Growth
+$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$77.7M
2
+$52.9M
3
+$47.8M
4
C icon
Citigroup
C
+$23M
5
IDA icon
Idacorp
IDA
+$22.6M

Top Sells

1
+$61.1M
2
+$47.2M
3
+$36.7M
4
SON icon
Sonoco
SON
+$30.1M
5
EFX icon
Equifax
EFX
+$29.7M

Sector Composition

1 Industrials 18.95%
2 Financials 14.87%
3 Technology 13.77%
4 Consumer Discretionary 10.57%
5 Healthcare 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$758K 0.02%
15,299
+686
202
$728K 0.02%
7,021
-150
203
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4,147
204
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205
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6,640
206
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207
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208
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209
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211
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214
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215
$608K 0.01%
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-355
216
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217
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218
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24,260
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219
$566K 0.01%
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220
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221
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15,310
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222
$528K 0.01%
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-100
223
$525K 0.01%
8,005
-248
224
$525K 0.01%
3,398
-65
225
$519K 0.01%
7,500
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