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
$3.58B
AUM Growth
-$277M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$29.3M
3
+$17.1M
4
KVUE icon
Kenvue
KVUE
+$13.4M
5
WRB icon
W.R. Berkley
WRB
+$9.53M

Top Sells

1
+$50.2M
2
+$45.2M
3
+$25.3M
4
SEDG icon
SolarEdge
SEDG
+$24.5M
5
DG icon
Dollar General
DG
+$23.2M

Sector Composition

1 Industrials 16.7%
2 Financials 15.14%
3 Technology 11.81%
4 Healthcare 10.94%
5 Energy 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$595K 0.02%
54,278
-15,261
202
$570K 0.02%
256,757
203
$569K 0.02%
114,968
204
$545K 0.02%
21,560
205
$539K 0.02%
+1,256
206
$539K 0.02%
78,767
207
$530K 0.01%
43,518
208
$525K 0.01%
17,679
-7,017
209
$520K 0.01%
+51,394
210
$507K 0.01%
6,814
-1,884
211
$494K 0.01%
3,394
-430
212
$472K 0.01%
13,283
-380
213
$466K 0.01%
+52,233
214
$460K 0.01%
8,281
-1,048
215
$445K 0.01%
2,800
216
$438K 0.01%
3,401
-265
217
$437K 0.01%
28,281
218
$434K 0.01%
10,082
+8
219
$430K 0.01%
6,424
220
$416K 0.01%
1,377
221
$412K 0.01%
767
222
$405K 0.01%
1,568
-10
223
$395K 0.01%
63,260
224
$389K 0.01%
17,380
225
$377K 0.01%
18,861
7 8
9
10 11