AFWA

Ancora Family Wealth Advisors Portfolio holdings

AUM $293M
1-Year Est. Return 15.46%
This Quarter Est. Return
1 Year Est. Return
+15.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$11.1M
3
+$6.09M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$5.34M
5
PEP icon
PepsiCo
PEP
+$5.08M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 13.14%
2 Energy 11.8%
3 Industrials 11.7%
4 Financials 10.29%
5 Technology 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.36M 0.98%
+23,077
27
$2.35M 0.98%
+13,363
28
$2.3M 0.96%
+42,846
29
$2.25M 0.94%
+90,312
30
$2.24M 0.93%
+249,669
31
$2.16M 0.9%
+1,744
32
$2.09M 0.87%
+44,426
33
$2.05M 0.85%
+49,689
34
$1.94M 0.81%
+13,975
35
$1.87M 0.78%
+31,588
36
$1.86M 0.78%
+21,081
37
$1.83M 0.76%
+46,766
38
$1.82M 0.76%
+20,214
39
$1.81M 0.76%
+100,020
40
$1.79M 0.75%
+18,259
41
$1.79M 0.74%
+34,845
42
$1.78M 0.74%
+29,010
43
$1.78M 0.74%
+40,834
44
$1.69M 0.7%
+17,485
45
$1.65M 0.69%
+113,620
46
$1.62M 0.67%
+62,953
47
$1.59M 0.66%
+14,767
48
$1.57M 0.65%
+37,097
49
$1.52M 0.63%
+36,877
50
$1.51M 0.63%
+36,044
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