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
26
$31.2M 1.18%
+798,816
27
$30.5M 1.16%
2,306,422
-899,277
28
$30.1M 1.14%
260,517
+13,858
29
$29.9M 1.13%
1,376,580
-332,682
30
$29.6M 1.12%
306,218
-6,715
31
$29.5M 1.12%
745,767
+231,711
32
$29.3M 1.11%
1,134,675
-283,023
33
$29.2M 1.11%
409,467
+152,450
34
$29.1M 1.11%
1,191,150
-281,900
35
$28.8M 1.09%
539,073
+31,774
36
$28.5M 1.08%
458,740
-17,161
37
$27.4M 1.04%
1,329,800
-314,632
38
$27.1M 1.03%
1,251,813
-342,460
39
$26.9M 1.02%
461,940
-90,803
40
$26.7M 1.01%
959,133
+199,340
41
$26.3M 1%
852,036
+46,264
42
$26.1M 0.99%
635,820
+57,087
43
$25.1M 0.95%
338,846
-83,567
44
$24.9M 0.95%
283,966
-79,904
45
$24.4M 0.93%
347,952
-50,477
46
$24M 0.91%
872,706
-173,534
47
$23.9M 0.91%
267,637
-52,712
48
$23.8M 0.9%
381,323
-91,739
49
$23.1M 0.88%
481,489
-35,274
50
$23.1M 0.88%
200,132
+18,806
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