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
126
$452K 0.19%
+5,695
127
$450K 0.19%
+7,595
128
$449K 0.19%
+3,714
129
$442K 0.18%
+9,537
130
$430K 0.18%
+6,575
131
$415K 0.17%
+14,992
132
$393K 0.16%
+2,831
133
$391K 0.16%
+26,101
134
$383K 0.16%
+25,000
135
$378K 0.16%
+11,090
136
$374K 0.16%
+6,225
137
$371K 0.15%
+6,575
138
$370K 0.15%
+4,977
139
$364K 0.15%
+4,382
140
$363K 0.15%
+4,612
141
$362K 0.15%
+16,806
142
$362K 0.15%
+3,100
143
$357K 0.15%
+6,272
144
$357K 0.15%
+4,968
145
$352K 0.15%
+22,596
146
$341K 0.14%
+20,297
147
$334K 0.14%
+26,027
148
$329K 0.14%
+16,540
149
$328K 0.14%
+33,900
150
$311K 0.13%
+6,589
4 5
6
7 8