ACA

Anchor Capital Advisors Portfolio holdings

AUM $3.45B
1-Year Est. Return 15.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.48%
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
+$29.9M
2
+$20.7M
3
+$13.5M
4
EPAM icon
EPAM Systems
EPAM
+$13.3M
5
GMED icon
Globus Medical
GMED
+$12.4M

Top Sells

1
+$46.6M
2
+$18.6M
3
+$17.8M
4
SYF icon
Synchrony
SYF
+$14.2M
5
MDT icon
Medtronic
MDT
+$11M

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
176
$866K 0.03%
28,665
+12,675
177
$836K 0.03%
14,881
-4,716
178
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11,722
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179
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180
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26,524
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181
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182
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23,580
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183
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15,097
-1,322
184
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-400
185
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16,588
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186
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22,195
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187
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24,811
-1,743
188
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4,874
-248
189
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4,665
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190
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192
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193
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194
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24,027
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195
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25,622
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196
$591K 0.02%
29,450
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197
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3,623
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198
$551K 0.02%
4,600
199
$541K 0.02%
32,660
-3,440
200
$535K 0.02%
16,570
+75
6 7
8
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