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
126
$458K 0.19%
+5,610
127
$446K 0.18%
30,381
+15,973
128
$427K 0.17%
10,384
-15,978
129
$421K 0.17%
6,347
+48
130
$418K 0.17%
12,917
-1,241
131
$415K 0.17%
1,218
+583
132
$394K 0.16%
25,000
133
$385K 0.16%
+7,302
134
$382K 0.16%
3,334
-504
135
$373K 0.15%
28,563
-1,656
136
$369K 0.15%
38,872
-14,933
137
$366K 0.15%
4,350
-140
138
$363K 0.15%
4,498
-140
139
$348K 0.14%
11,090
140
$338K 0.14%
35,053
-15,888
141
$335K 0.14%
8,338
142
$324K 0.13%
6,426
143
$324K 0.13%
1,638
144
$309K 0.13%
2,318
+3
145
$305K 0.12%
4,024
146
$296K 0.12%
2,445
147
$292K 0.12%
3,357
+1,500
148
$292K 0.12%
15,708
149
$285K 0.12%
22,117
-3,994
150
$281K 0.11%
3,904
-21
4 5
6
7 8