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
$2.77B
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$40.6M
2
+$20.2M
3
+$18.1M
4
HBAN icon
Huntington Bancshares
HBAN
+$5.64M
5
APC
Anadarko Petroleum
APC
+$5.15M

Top Sells

1
+$21.8M
2
+$14.4M
3
+$14.3M
4
HIG icon
Hartford Financial Services
HIG
+$10.3M
5
SPN
Superior Energy Services, Inc.
SPN
+$8.38M

Sector Composition

1 Financials 18.94%
2 Healthcare 12.92%
3 Technology 10.35%
4 Communication Services 8.45%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$87.5M 3.15%
1,091,972
-12,264
2
$58.3M 2.1%
928,559
-50,955
3
$52.7M 1.9%
1,389,654
-17,202
4
$52.3M 1.89%
933,975
-20,022
5
$50.9M 1.84%
630,050
-10,921
6
$50.3M 1.81%
583,709
-20,745
7
$49.9M 1.8%
3,574,096
+404,096
8
$47.8M 1.72%
420,384
-10,766
9
$47.4M 1.71%
1,151,697
+108,737
10
$46.3M 1.67%
473,693
-7,833
11
$45.9M 1.66%
285,266
-6,506
12
$44.6M 1.61%
634,917
-7,684
13
$42.7M 1.54%
791,521
-3,798
14
$42.6M 1.53%
496,848
-5,568
15
$42.1M 1.52%
842,591
-19,267
16
$40.6M 1.46%
+1,851,230
17
$39.9M 1.44%
259,974
-6,160
18
$36.5M 1.31%
942,579
-37,632
19
$35.8M 1.29%
606,384
+70,216
20
$34.6M 1.25%
900,242
-157,672
21
$34.2M 1.23%
761,951
-12,955
22
$34.2M 1.23%
256,490
-4,542
23
$33.9M 1.22%
567,716
-4,021
24
$32.7M 1.18%
1,026,631
-11,978
25
$32.6M 1.17%
899,950
+3,470
1
2 3 4 5