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
76
$1M 0.41%
13,333
-425
77
$998K 0.41%
48,032
+10,341
78
$992K 0.4%
15,674
-2,984
79
$976K 0.4%
46,728
-3,725
80
$966K 0.39%
15,417
+37
81
$957K 0.39%
34,160
+3,062
82
$952K 0.39%
18,625
+1,482
83
$931K 0.38%
12,171
-598
84
$906K 0.37%
29,670
-150
85
$904K 0.37%
14,425
-25
86
$877K 0.36%
14,811
+1,150
87
$860K 0.35%
29,805
88
$860K 0.35%
70,164
+4,130
89
$852K 0.35%
28,700
+660
90
$843K 0.34%
17,594
+355
91
$810K 0.33%
3,940
-4
92
$803K 0.33%
8,947
93
$787K 0.32%
27,631
-998
94
$772K 0.31%
19,714
+8
95
$763K 0.31%
11,679
96
$757K 0.31%
4,801
-86
97
$742K 0.3%
4,874
+673
98
$738K 0.3%
20,057
+173
99
$735K 0.3%
37,080
-4,300
100
$723K 0.29%
4,878
-102
2 3
4
5 6