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
251
$262K 0.01%
7,000
252
$256K 0.01%
6,060
+260
253
$252K 0.01%
3,426
254
$251K 0.01%
2,384
255
$250K 0.01%
+2,106
256
$248K 0.01%
3,000
257
$245K 0.01%
1,500
258
$241K 0.01%
15,646
-1,800
259
$235K 0.01%
3,260
-14,940
260
$234K 0.01%
4,750
261
$230K 0.01%
+3,575
262
$230K 0.01%
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263
$228K 0.01%
3,750
264
$226K 0.01%
973
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265
$225K 0.01%
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266
$225K 0.01%
4,260
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267
$224K 0.01%
2,020
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268
$223K 0.01%
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269
$223K 0.01%
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270
$220K 0.01%
14,524
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271
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272
$219K 0.01%
3,927
+196
273
$217K 0.01%
6,020
+220
274
$216K 0.01%
2,138
275
$214K 0.01%
3,169
8 9 10
11
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