AA
Ancora Advisors Portfolio holdings
AUM
$4.8B
1-Year Return
21.61%
This Quarter Return
+3.74%
1 Year Return
+21.61%
3 Year Return
+66.82%
5 Year Return
+146.92%
10 Year Return
+346.17%
AUM
$1.54B
AUM Growth
+$67.2M
(+4.5%)
Cap. Flow
+$22.7M
Cap. Flow
% of AUM
1.47%
Top 10 Holdings %
Top 10 Hldgs %
13.79%
Holding
686
New
70
Increased
287
Reduced
167
Closed
61
Top Buys
| 1 |
Potbelly
PBPB
|
+$12.5M |
| 2 |
Cincinnati Financial
CINF
|
+$8.36M |
| 3 |
MIK
Michaels Stores, Inc
MIK
|
+$5.37M |
| 4 |
Park Hotels & Resorts
PK
|
+$5.11M |
| 5 |
HIL
Hill International, Inc. Common Stock
HIL
|
+$4.68M |
Top Sells
| 1 |
FDML
Federal-Mogul Holdings Corporation
FDML
|
+$14.4M |
| 2 |
SFLY
Shutterfly, Inc.
SFLY
|
+$8.04M |
| 3 |
Vanguard Extended Market ETF
VXF
|
+$6.99M |
| 4 |
SCAI
Surgical Care Affiliates, Inc.
SCAI
|
+$6.98M |
| 5 |
CLMS
Calamos Asset Management, Inc.
CLMS
|
+$6.18M |
Sector Composition
| 1 | Financials | 10.9% |
| 2 | Industrials | 10.48% |
| 3 | Technology | 9.74% |
| 4 | Consumer Discretionary | 9.3% |
| 5 | Healthcare | 8.51% |
