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
51
$1.56M 0.64%
27,329
+1,475
52
$1.47M 0.6%
14,294
-687
53
$1.46M 0.59%
35,919
+5,883
54
$1.39M 0.57%
5,967
-194
55
$1.39M 0.56%
75,563
-9,798
56
$1.35M 0.55%
32,228
+1,135
57
$1.35M 0.55%
60,368
+170
58
$1.32M 0.54%
29,307
-875
59
$1.31M 0.54%
11,834
+808
60
$1.28M 0.52%
17,220
-17,825
61
$1.28M 0.52%
18,633
+5,176
62
$1.28M 0.52%
17,645
+884
63
$1.25M 0.51%
40,291
+9,096
64
$1.23M 0.5%
20,068
-329
65
$1.22M 0.5%
9,296
+3,961
66
$1.21M 0.49%
22,812
+11,150
67
$1.16M 0.47%
14,444
+1,757
68
$1.15M 0.47%
44,750
+941
69
$1.14M 0.46%
40,434
+3,006
70
$1.13M 0.46%
23,805
71
$1.12M 0.46%
7,763
-1,287
72
$1.12M 0.46%
20,828
-9,428
73
$1.11M 0.45%
13,461
+1,411
74
$1.07M 0.44%
9,164
-525
75
$1.01M 0.41%
180,911
+3,754
1 2
3
4 5