ACA

Anchor Capital Advisors Portfolio holdings

AUM $3.46B
1-Year Est. Return 9.98%
This Quarter Est. Return
1 Year Est. Return
+9.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.63B
AUM Growth
-$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$31.2M
2
+$21M
3
+$13.5M
4
GMED icon
Globus Medical
GMED
+$13.5M
5
EPAM icon
EPAM Systems
EPAM
+$13.4M

Top Sells

1
+$47M
2
+$18.6M
3
+$17.3M
4
SYF icon
Synchrony
SYF
+$16.1M
5
HBAN icon
Huntington Bancshares
HBAN
+$11.9M

Sector Composition

1 Financials 19.76%
2 Healthcare 13.2%
3 Communication Services 10.09%
4 Technology 9.74%
5 Industrials 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$335K 0.01%
2,850
-405
227
$335K 0.01%
37,000
-400,000
228
$334K 0.01%
4,000
229
$333K 0.01%
8,640
230
$333K 0.01%
13,227
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231
$333K 0.01%
9,500
-21,900
232
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2,070
233
$328K 0.01%
+6,300
234
$328K 0.01%
10,600
-98,900
235
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9,050
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236
$323K 0.01%
13,530
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237
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238
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239
$317K 0.01%
9,347
-771
240
$313K 0.01%
2,700
241
$311K 0.01%
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242
$303K 0.01%
10,669
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243
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244
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5,130
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245
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246
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12,007
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247
$281K 0.01%
3,600
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248
$271K 0.01%
5,498
-48,732
249
$265K 0.01%
2,900
-1,500
250
$264K 0.01%
14,833
8 9
10
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