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
$4.73B
AUM Growth
+$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$77.7M
2
+$52.9M
3
+$47.8M
4
C icon
Citigroup
C
+$23M
5
IDA icon
Idacorp
IDA
+$22.6M

Top Sells

1
+$61.1M
2
+$47.2M
3
+$36.7M
4
SON icon
Sonoco
SON
+$30.1M
5
EFX icon
Equifax
EFX
+$29.7M

Sector Composition

1 Industrials 18.95%
2 Financials 14.87%
3 Technology 13.77%
4 Consumer Discretionary 10.57%
5 Healthcare 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$91.6M 1.94%
1,617,084
-21,990
2
$91.4M 1.93%
1,386,686
-13,850
3
$89.7M 1.9%
537,993
-5,659
4
$88.6M 1.87%
1,310,084
+61,083
5
$84.4M 1.78%
551,106
+7,774
6
$83.9M 1.77%
2,910,773
+14,405
7
$80.6M 1.7%
397,628
+22,046
8
$78.9M 1.67%
1,129,180
+6,980
9
$78.3M 1.66%
522,028
+9,605
10
$77.7M 1.64%
+787,119
11
$76.6M 1.62%
1,168,184
+45,932
12
$74.7M 1.58%
481,394
-74,734
13
$72.8M 1.54%
1,463,922
+117,636
14
$71.7M 1.51%
1,279,877
+257,443
15
$71.5M 1.51%
476,422
-3,184
16
$71.2M 1.5%
2,623,149
+763,686
17
$71.1M 1.5%
389,564
-17,498
18
$69.7M 1.47%
225,304
-1,267
19
$69.3M 1.46%
445,707
-5,948
20
$69.2M 1.46%
642,718
-10,246
21
$68M 1.44%
2,945,411
+555,659
22
$64.9M 1.37%
225,688
-1,474
23
$64.4M 1.36%
297,670
-5,277
24
$64.1M 1.35%
422,820
+18,597
25
$63.7M 1.35%
790,617
-221,600
1
2 3 4 5