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
101
$7.12M 0.27%
72,169
-14,853
102
$5.95M 0.23%
118,648
-1,440
103
$5.05M 0.19%
139,230
-35,360
104
$4.87M 0.18%
43,643
-4,018
105
$3.29M 0.12%
13,155
106
$3.15M 0.12%
48,526
-24,815
107
$3.09M 0.12%
76,986
108
$3.02M 0.11%
46,381
-9,964
109
$2.69M 0.1%
11
110
$2.36M 0.09%
116,384
+3,354
111
$2.36M 0.09%
24,070
-128
112
$2.31M 0.09%
41,348
-1,982
113
$2.3M 0.09%
92,164
+10,563
114
$2.22M 0.08%
117,326
+1,089
115
$2.19M 0.08%
17,857
116
$2.12M 0.08%
34,324
-2,019
117
$2.09M 0.08%
113,386
-12,794
118
$2.03M 0.08%
92,050
-51,951
119
$2.02M 0.08%
20,234
-1,041
120
$2.02M 0.08%
54,989
+3,791
121
$2.01M 0.08%
8,390
+369
122
$2M 0.08%
24,860
+11,130
123
$2M 0.08%
17,835
+12,775
124
$1.95M 0.07%
34,079
125
$1.93M 0.07%
64,255
+5,400
3 4
5
6 7