AFWA
Ancora Family Wealth Advisors Portfolio holdings
AUM
$293M
This Quarter Return
-7.45%
1 Year Return
+15.46%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$240M
AUM Growth
–
Cap. Flow
+$240M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
26.81%
Holding
198
New
198
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
J.M. Smucker
SJM
|
$15.4M |
| 2 |
Schwab US Aggregate Bond ETF
SCHZ
|
$11.1M |
| 3 |
Apple
AAPL
|
$6.09M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$5.34M |
| 5 |
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% |
