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
$245M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$708K
2
+$697K
3
+$686K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$619K
5
CERN
Cerner Corp
CERN
+$590K

Top Sells

1
+$1.33M
2
+$657K
3
+$629K
4
KSS icon
Kohl's
KSS
+$568K
5
JEF icon
Jefferies Financial Group
JEF
+$560K

Sector Composition

1 Industrials 12.38%
2 Energy 11.51%
3 Financials 10.37%
4 Consumer Staples 10.35%
5 Healthcare 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.47M 1.01%
13,099
-180
27
$2.46M 1%
99,945
+3,123
28
$2.45M 1%
24,686
+4,609
29
$2.42M 0.99%
50,009
+5,211
30
$2.39M 0.97%
138,110
-3,546
31
$2.2M 0.9%
54,726
-1,401
32
$2.19M 0.89%
16,988
-391
33
$2.09M 0.85%
47,126
+8,441
34
$2.07M 0.84%
19,919
+2,581
35
$2.06M 0.84%
42,098
-1,307
36
$2.05M 0.84%
239,307
-8,577
37
$2.04M 0.83%
37,644
+31
38
$2M 0.82%
18,759
+1,050
39
$1.94M 0.79%
50,920
-800
40
$1.93M 0.79%
37,676
+3,036
41
$1.87M 0.76%
17,363
+2,925
42
$1.86M 0.76%
39,029
-2,200
43
$1.78M 0.73%
32,278
+1,320
44
$1.78M 0.72%
15,409
+825
45
$1.75M 0.71%
35,885
-4,875
46
$1.72M 0.7%
61,192
+11,402
47
$1.7M 0.69%
27,802
+1,054
48
$1.67M 0.68%
37,534
+2,393
49
$1.59M 0.65%
17,309
+2,662
50
$1.58M 0.64%
23,269
-2,790
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