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
151
$280K 0.11%
3,243
+13
152
$275K 0.11%
+33,486
153
$273K 0.11%
7,965
+403
154
$271K 0.11%
18,185
155
$270K 0.11%
17,625
+3,075
156
$267K 0.11%
3,241
-492
157
$258K 0.11%
3,635
158
$244K 0.1%
2,137
+175
159
$244K 0.1%
31,022
-19,157
160
$232K 0.09%
+2,225
161
$225K 0.09%
+7,620
162
$224K 0.09%
2,017
163
$219K 0.09%
6,637
164
$215K 0.09%
18,067
+4,274
165
$213K 0.09%
5,232
166
$213K 0.09%
7,850
167
$209K 0.09%
+9,162
168
$207K 0.08%
+40,600
169
$207K 0.08%
+2,993
170
$204K 0.08%
2,019
-446
171
$203K 0.08%
+1,608
172
$202K 0.08%
20,498
173
$165K 0.07%
11,110
174
$141K 0.06%
19,780
-400
175
$129K 0.05%
15,864
4 5 6
7
8