AFWA
Ancora Family Wealth Advisors Portfolio holdings
AUM
$293M
This Quarter Return
+5.09%
1 Year Return
+15.46%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$234M
AUM Growth
+$234M
(-2.6%)
Cap. Flow
-$15.1M
Cap. Flow
% of AUM
-6.48%
Top 10 Holdings %
Top 10 Hldgs %
24.75%
Holding
208
New
10
Increased
63
Reduced
90
Closed
25
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$3.19M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$2.01M |
| 3 |
Union Pacific
UNP
|
$827K |
| 4 |
CERN
Cerner Corp
CERN
|
$702K |
| 5 |
Welltower
WELL
|
$649K |
Top Sells
| 1 |
J.M. Smucker
SJM
|
$9.52M |
| 2 |
BP
BP
|
$857K |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$851K |
| 4 |
NOV
NOV
|
$811K |
| 5 |
ProShares Short Russell2000
RWM
|
$715K |
Sector Composition
| 1 | Industrials | 11.69% |
| 2 | Energy | 11.69% |
| 3 | Consumer Staples | 10.34% |
| 4 | Financials | 10.19% |
| 5 | Healthcare | 9.92% |
