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
76
$15.2M 0.58%
287,078
-65,212
77
$15.2M 0.58%
377,115
-204,868
78
$14.9M 0.57%
367,279
-90,814
79
$14.8M 0.56%
595,650
+543,851
80
$14.5M 0.55%
120,763
-28,816
81
$14.4M 0.55%
88,616
+3,032
82
$14.3M 0.54%
1,080,447
-613,536
83
$13.6M 0.52%
234,890
+20,615
84
$13.5M 0.51%
+113,834
85
$13.4M 0.51%
+207,928
86
$12.7M 0.48%
1,049,827
-243,723
87
$12.5M 0.47%
135,070
-508,333
88
$12M 0.46%
183,223
-5,475
89
$10.9M 0.41%
471,411
+40,275
90
$10.8M 0.41%
160,725
+20,559
91
$10.2M 0.39%
67,458
-5,917
92
$10.1M 0.38%
338,791
+14,689
93
$9.6M 0.36%
392,958
+61,202
94
$8.8M 0.33%
+376,855
95
$8.71M 0.33%
102,719
-4,694
96
$8.58M 0.33%
81,993
+19,455
97
$8.34M 0.32%
+586,900
98
$8.04M 0.3%
684,128
-349,436
99
$7.82M 0.3%
68,186
+11,736
100
$7.56M 0.29%
182,248
-26,760
2 3
4
5 6