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
101
$699K 0.29%
+25,570
102
$697K 0.29%
+17,176
103
$659K 0.27%
+19,725
104
$656K 0.27%
+9,515
105
$649K 0.27%
+7,274
106
$644K 0.27%
+21,379
107
$628K 0.26%
+11,679
108
$628K 0.26%
+31,047
109
$619K 0.26%
+4,490
110
$606K 0.25%
+81,404
111
$604K 0.25%
+11,342
112
$602K 0.25%
+8,763
113
$593K 0.25%
+58,327
114
$579K 0.24%
+5,866
115
$533K 0.22%
+5,235
116
$519K 0.22%
+24,930
117
$512K 0.21%
+15,708
118
$510K 0.21%
+11,408
119
$502K 0.21%
+5,097
120
$497K 0.21%
+4,968
121
$495K 0.21%
+35,183
122
$493K 0.21%
+12,282
123
$488K 0.2%
+7,692
124
$486K 0.2%
+38,034
125
$456K 0.19%
+9,150
3 4
5
6 7