ACMG

Anchor Capital Management Group Portfolio holdings

AUM $198M
1-Year Est. Return 17.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$215M
AUM Growth
-$2.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
19
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$15.4M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$124M 57.65%
224,775
-31,000
2
$49.4M 22.98%
80,000
3
$14.3M 6.65%
160,000
4
$2.83M 1.32%
169,500
5
$2.36M 1.1%
124,300
6
$2.27M 1.06%
40,000
7
$2.01M 0.94%
37,000
8
$1.81M 0.84%
134,500
9
$1.53M 0.71%
67,000
10
$1.45M 0.67%
74,000
11
$1.43M 0.67%
54,833
12
$1.37M 0.64%
40,000
13
$943K 0.44%
175,000
14
$733K 0.34%
14,000
15
$687K 0.32%
18,000
16
$586K 0.27%
50,000
17
$561K 0.26%
70,000