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
$3.95B
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$46.3M
2
+$43.3M
3
+$31.7M
4
HSY icon
Hershey
HSY
+$26.7M
5
SYF icon
Synchrony
SYF
+$17.9M

Top Sells

1
+$53.2M
2
+$40.2M
3
+$34.2M
4
DD
Du Pont De Nemours E I
DD
+$27.8M
5
AVY icon
Avery Dennison
AVY
+$18.7M

Sector Composition

1 Financials 20.27%
2 Healthcare 14.71%
3 Communication Services 10.31%
4 Consumer Discretionary 10.23%
5 Technology 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$88.2M 2.23%
2,532,589
-122,085
2
$87.2M 2.21%
1,411,191
-17,033
3
$78.3M 1.98%
397,233
-8,611
4
$78M 1.98%
1,138,838
-44,774
5
$76.6M 1.94%
768,885
-17,835
6
$73M 1.85%
1,358,016
-50,973
7
$69.9M 1.77%
2,946,501
-124,403
8
$68.5M 1.73%
1,671,030
-153,911
9
$68.5M 1.73%
1,399,306
-29,855
10
$67.4M 1.71%
1,053,190
-35,100
11
$66.8M 1.69%
991,216
-33,781
12
$66.6M 1.68%
1,854,143
-54,618
13
$64.6M 1.63%
1,355,780
+87,194
14
$59.5M 1.5%
1,074,872
-28,537
15
$59.1M 1.5%
1,765,458
-73,663
16
$58.7M 1.49%
776,232
-25,554
17
$58.4M 1.48%
1,344,625
-77,549
18
$58.1M 1.47%
2,153,761
-73,760
19
$57.9M 1.47%
850,937
-11,376
20
$57.7M 1.46%
476,156
-7,563
21
$57.2M 1.45%
1,335,576
-44,111
22
$56.6M 1.43%
3,070,643
-116,021
23
$56.2M 1.42%
609,213
-19,154
24
$55.2M 1.4%
1,735,968
-3,798
25
$52.3M 1.32%
608,447
-3,521
1
2 3 4 5