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
$3.38B
AUM Growth
-$1.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$31.9M
3
+$25.2M
4
SEDG icon
SolarEdge
SEDG
+$24.9M
5
DCI icon
Donaldson
DCI
+$22.2M

Top Sells

1
+$70.7M
2
+$44.1M
3
+$28.3M
4
MHK icon
Mohawk Industries
MHK
+$26.4M
5
UN
Unilever NV New York Registry Shares
UN
+$19.9M

Sector Composition

1 Industrials 16.7%
2 Technology 13.94%
3 Financials 12.58%
4 Healthcare 11.89%
5 Consumer Staples 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$73.4M 2.17%
486,195
+21,797
2
$72.1M 2.13%
1,699,729
+67,836
3
$71.8M 2.13%
1,046,570
-9,530
4
$69.7M 2.06%
558,493
+3,709
5
$67M 1.98%
1,376,051
+119,958
6
$63.4M 1.88%
1,252,367
-65
7
$59M 1.75%
533,250
-22,593
8
$58.8M 1.74%
655,632
-16,146
9
$58.1M 1.72%
612,454
-12,972
10
$57.6M 1.71%
2,306,430
+650,875
11
$57.2M 1.69%
1,218,304
+455,910
12
$54.2M 1.6%
551,852
+4,297
13
$53.8M 1.59%
751,815
+24,780
14
$53.1M 1.57%
1,212,391
+126,659
15
$50.9M 1.51%
925,389
-37,341
16
$49.6M 1.47%
1,520,368
+4,414
17
$49.6M 1.47%
1,311,327
-98,399
18
$48.5M 1.44%
1,966,438
+316,181
19
$48.2M 1.43%
51,902
-2,676
20
$47.6M 1.41%
1,450,488
-16,132
21
$47.4M 1.4%
575,843
-24,378
22
$46.3M 1.37%
693,712
+136,538
23
$44.9M 1.33%
242,018
-3,529
24
$44.3M 1.31%
3,072,613
-287,968
25
$43.5M 1.29%
604,703
-12,092
1
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