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
276
$213K 0.01%
+5,000
277
$212K 0.01%
+2,030
278
$212K 0.01%
8,314
-550
279
$211K 0.01%
+2,875
280
$210K 0.01%
+4,415
281
$202K 0.01%
+900
282
$199K 0.01%
12,070
+470
283
$191K 0.01%
3,248
284
– –
-763,734
285
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-138,484
286
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-11,364
287
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-8,100
288
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-7,138
289
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-7,379
290
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-4,763
291
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-14,700
292
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-15,600
293
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-292,800
294
– –
-62,930
295
– –
-8,700
296
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-25,791
297
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-411,712
298
– –
-44,600
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