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
$2.76B
AUM Growth
+$2.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$18.1M
3
+$17M
4
EFX icon
Equifax
EFX
+$15.5M
5
MHK icon
Mohawk Industries
MHK
+$14.8M

Top Sells

1
+$28.9M
2
+$19.7M
3
+$18.6M
4
STI
SunTrust Banks, Inc.
STI
+$15.3M
5
PFE icon
Pfizer
PFE
+$11M

Sector Composition

1 Financials 17.28%
2 Industrials 15.87%
3 Healthcare 12.23%
4 Technology 10.02%
5 Consumer Discretionary 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$57.4M 2.08%
1,068,703
-10,075
2
$53.6M 1.94%
473,772
+31,983
3
$53.5M 1.94%
474,361
-12,532
4
$52.3M 1.89%
408,084
-9,319
5
$52.2M 1.89%
787,904
-59,335
6
$51.3M 1.86%
1,544,398
-149,313
7
$49.5M 1.79%
1,049,175
+312,827
8
$48.8M 1.77%
1,134,824
-24,076
9
$47.5M 1.72%
812,030
-6,798
10
$46M 1.67%
435,705
-7,009
11
$44.7M 1.62%
262,571
+14,097
12
$44.6M 1.61%
348,930
-1,037
13
$44.2M 1.6%
894,785
-614
14
$43.8M 1.59%
841,586
-1,601
15
$41.4M 1.5%
2,027,109
+276,435
16
$40.8M 1.48%
302,083
+1,103
17
$40.4M 1.46%
353,053
-1,050
18
$39.4M 1.43%
2,853,250
-255,432
19
$38.5M 1.39%
1,037,943
-32,640
20
$37.7M 1.37%
466,448
+33,386
21
$37.2M 1.35%
1,437,274
-12,811
22
$36.3M 1.32%
513,712
-708
23
$35.7M 1.29%
575,044
+6,286
24
$34.5M 1.25%
1,113,241
-25,912
25
$33.4M 1.21%
249,043
-11,861
1
2 3 4 5