Advisors Capital Small/Mid Cap (ACSMX) - Small Growth fund with $122.66 Million in assets. The fund allocates 48.77% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is PJT Partners Inc. - Class A at 4.24% of total assets. This is followed by RBC Bearings, Inc. (7.14%) and Coastal Financial Corporation (6.23%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| PJT Partners Inc. - Class A | 4.24% | - | - |
| RBC Bearings, Inc. | 7.14% | - | - |
| Coastal Financial Corporation | 6.23% | - | - |
| Owens Corning | 3.98% | - | - |
| Casey's General Stores, Inc. | 5.65% | - | - |
| Watsco, Inc. | 3.46% | - | - |
| Guidewire Software, Inc. | 5.96% | - | - |
| Pool Corporation | 3.57% | - | - |
| Jones Lang LaSalle Incorporated | 4.53% | - | - |
| Avantor, Inc. | 4.01% | - | - |
| Virtu Financial, Inc. - Class A | 3.61% | - | - |
| Evercore Inc. - Class A | 4.03% | - | - |
| Castle Biosciences, Inc. | 4.47% | - | - |
| AtriCure, Inc. | 3.55% | - | - |