ACA

Anchor Capital Advisors Portfolio holdings

AUM $3.41B
1-Year Est. Return 14.91%
This Quarter Est. Return
1 Year Est. Return
+14.91%
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
1
$48.5M 1.84%
309,746
-45,218
2
$47.6M 1.81%
860,206
-149,906
3
$47.6M 1.81%
749,394
-79,252
4
$45.9M 1.74%
632,028
+46,691
5
$45.6M 1.73%
1,027,465
-35,464
6
$45.2M 1.71%
681,151
-160,009
7
$44.8M 1.7%
447,487
-46,017
8
$43.6M 1.65%
650,827
-20,821
9
$43.3M 1.64%
565,532
-140,350
10
$42M 1.59%
1,157,398
-444,409
11
$40M 1.52%
1,008,130
-124,280
12
$39.8M 1.51%
834,812
-59,439
13
$39.7M 1.51%
510,739
-114,172
14
$39.2M 1.49%
279,020
-48,001
15
$38.6M 1.47%
1,119,074
+22,132
16
$37.9M 1.44%
1,114,047
-9,121
17
$36.2M 1.37%
459,264
-30,249
18
$35.9M 1.36%
935,390
-169,857
19
$35.8M 1.36%
751,421
-108,183
20
$34.9M 1.32%
500,356
-95,677
21
$34.9M 1.32%
635,400
-177,568
22
$34.2M 1.3%
1,065,676
+67,523
23
$33.5M 1.27%
915,350
-229,095
24
$32.8M 1.24%
385,227
-88,292
25
$31.7M 1.2%
331,334
-72,628
1
2 3 4 5