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
201
$525K 0.02%
30,001
-1,575
202
$501K 0.02%
7,260
-389
203
$495K 0.02%
5,897
-31,900
204
$494K 0.02%
5,570
+250
205
$487K 0.02%
11,973
-1,400
206
$471K 0.02%
5,709
+140
207
$467K 0.02%
9,132
+690
208
$460K 0.02%
23,969
-1,373
209
$445K 0.02%
13,881
+3,000
210
$442K 0.02%
12,365
+190
211
$440K 0.02%
10,068
-40
212
$439K 0.02%
12,600
-98,200
213
$431K 0.02%
5,130
+130
214
$425K 0.02%
53,100
+1,460
215
$386K 0.01%
18,249
-1,978
216
$385K 0.01%
5,300
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217
$379K 0.01%
6,010
+190
218
$374K 0.01%
11,510
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219
$372K 0.01%
10,400
-104,100
220
$364K 0.01%
7,140
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221
$362K 0.01%
8,900
-25,000
222
$353K 0.01%
23,140
+740
223
$345K 0.01%
+4,200
224
$343K 0.01%
6,351
-60,200
225
$340K 0.01%
3,100
-200
7 8
9
10 11