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
101
$718K 0.29%
81,817
+799
102
$703K 0.29%
9,125
+747
103
$701K 0.29%
13,549
-480
104
$693K 0.28%
5,622
-137
105
$686K 0.28%
+2,635
106
$681K 0.28%
47,048
-38,688
107
$675K 0.28%
28,000
+444
108
$664K 0.27%
8,768
109
$657K 0.27%
7,889
110
$624K 0.25%
84,064
-3,636
111
$614K 0.25%
10,908
-630
112
$614K 0.25%
7,264
+1
113
$586K 0.24%
4,725
-1,200
114
$560K 0.23%
22,047
-8,336
115
$548K 0.22%
5,005
+18
116
$537K 0.22%
11,581
-500
117
$528K 0.22%
7,480
-20
118
$524K 0.21%
4,968
+126
119
$508K 0.21%
5,178
+2
120
$508K 0.21%
9,150
121
$504K 0.21%
4,008
+50
122
$501K 0.2%
5,280
+3
123
$487K 0.2%
7,626
-5
124
$469K 0.19%
45,625
+4,225
125
$460K 0.19%
46,569
+16,951
3 4
5
6 7