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
151
$1.41M 0.05%
26,427
152
$1.41M 0.05%
35,911
-1,722
153
$1.39M 0.05%
15,444
-21,394
154
$1.32M 0.05%
27,905
-1,490
155
$1.31M 0.05%
67,122
-3,557
156
$1.29M 0.05%
8,070
-4,000
157
$1.24M 0.05%
56,494
-3,696
158
$1.23M 0.05%
219,413
-74,375
159
$1.23M 0.05%
25,075
-1,331
160
$1.22M 0.05%
23,844
-1,223
161
$1.18M 0.04%
13,259
-639
162
$1.13M 0.04%
21,280
-1,225
163
$1.12M 0.04%
8,326
-2,470
164
$1.09M 0.04%
19,688
-300
165
$1.06M 0.04%
33,440
-1,737
166
$1.05M 0.04%
16,800
-14,150
167
$1.05M 0.04%
27,692
-1,626
168
$1.02M 0.04%
85,615
+5,278
169
$1M 0.04%
44,047
-4,736
170
$977K 0.04%
18,145
+1,205
171
$972K 0.04%
44,271
-2,345
172
$949K 0.04%
7,764
-684
173
$927K 0.04%
6,169
-319
174
$911K 0.03%
5,850
-12,500
175
$897K 0.03%
11,547
-525
5 6
7
8 9