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
51
$22M 0.84%
599,750
-24,780
52
$22M 0.84%
388,895
-86,970
53
$21.5M 0.82%
447,544
+7,900
54
$21.4M 0.81%
230,907
-54,381
55
$21.1M 0.8%
696,445
-161,299
56
$21.1M 0.8%
141,449
+8,359
57
$21M 0.8%
+23,238
58
$21M 0.8%
261,418
-29,687
59
$20.8M 0.79%
192,057
-6,982
60
$20.5M 0.78%
243,690
+19,874
61
$19.4M 0.74%
491,079
+21,260
62
$19.2M 0.73%
661,696
+36,384
63
$19.1M 0.73%
1,420,446
+80,498
64
$19M 0.72%
240,681
-8,844
65
$18.5M 0.7%
482,495
+56,182
66
$18.4M 0.7%
687,054
-147,076
67
$18.2M 0.69%
255,824
-140,437
68
$18.2M 0.69%
820,276
-195,997
69
$17.9M 0.68%
135,780
+7,037
70
$17.9M 0.68%
391,734
+14,025
71
$17.6M 0.67%
254,734
-57,685
72
$17.6M 0.67%
333,353
-74,090
73
$15.8M 0.6%
336,856
+26,486
74
$15.8M 0.6%
152,690
-31,755
75
$15.2M 0.58%
319,076
-72,062
1 2
3
4 5