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
126
$1.93M 0.07%
79,543
+4,728
127
$1.93M 0.07%
35,909
+2,397
128
$1.91M 0.07%
40,347
+2,169
129
$1.84M 0.07%
51,664
-71
130
$1.83M 0.07%
77,674
+5,263
131
$1.81M 0.07%
71,687
-135,951
132
$1.81M 0.07%
21,814
-1,018
133
$1.79M 0.07%
95,343
+1,483
134
$1.78M 0.07%
54,253
-2,940
135
$1.69M 0.06%
16,060
+499
136
$1.66M 0.06%
23,893
-1,539
137
$1.62M 0.06%
57,051
-3,238
138
$1.59M 0.06%
47,647
+2,980
139
$1.54M 0.06%
18,208
-927
140
$1.51M 0.06%
49,586
-2,615
141
$1.5M 0.06%
+31,836
142
$1.5M 0.06%
33,511
-2,904
143
$1.49M 0.06%
36,567
-1,741
144
$1.48M 0.06%
40,503
-2,196
145
$1.46M 0.06%
26,470
-1,300
146
$1.46M 0.06%
50,986
-2,563
147
$1.44M 0.05%
40,910
-2,118
148
$1.44M 0.05%
41,200
-2,008
149
$1.44M 0.05%
86,011
-4,120
150
$1.43M 0.05%
16,886
-785
4 5
6
7 8