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
$3.82B
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$61.3M
2
+$50.2M
3
+$44.5M
4
GPC icon
Genuine Parts
GPC
+$39.1M
5
AAP icon
Advance Auto Parts
AAP
+$34.3M

Top Sells

1
+$78M
2
+$37.8M
3
+$31.8M
4
ETR icon
Entergy
ETR
+$27.6M
5
BAH icon
Booz Allen Hamilton
BAH
+$24.8M

Sector Composition

1 Industrials 17.11%
2 Financials 17.06%
3 Technology 14.34%
4 Healthcare 10.06%
5 Consumer Discretionary 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$516K 0.01%
2,860
202
$488K 0.01%
2,800
203
$486K 0.01%
6,284
-115
204
$485K 0.01%
1,264
205
$474K 0.01%
18,216
-2,395
206
$464K 0.01%
3,497
-8,316
207
$462K 0.01%
2,335
208
$425K 0.01%
15,306
-5,665
209
$413K 0.01%
17,380
210
$413K 0.01%
1,127
211
$392K 0.01%
1,138
-92,418
212
$382K 0.01%
3,130
213
$378K 0.01%
723
-45
214
$376K 0.01%
+782
215
$374K 0.01%
3,072
-310,270
216
$371K 0.01%
1,498
-30
217
$363K 0.01%
5,735
218
$361K 0.01%
4,867
219
$353K 0.01%
635
-35
220
$351K 0.01%
1,235
221
$334K 0.01%
4,600
222
$326K 0.01%
3,900
-50
223
$320K 0.01%
1,178
-2,441
224
$318K 0.01%
747
-19
225
$309K 0.01%
2,027
-2,180
7 8
9
10 11