AFWA
Ancora Family Wealth Advisors Portfolio holdings
AUM
$293M
This Quarter Return
+2.98%
1 Year Return
+15.46%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$293M
AUM Growth
+$293M
(+11%)
Cap. Flow
+$24.3M
Cap. Flow
% of AUM
8.29%
Top 10 Holdings %
Top 10 Hldgs %
26.38%
Holding
216
New
27
Increased
129
Reduced
38
Closed
3
Top Buys
| 1 |
Nordson
NDSN
|
$2.02M |
| 2 |
Weyerhaeuser
WY
|
$1.36M |
| 3 |
Schwab US Aggregate Bond ETF
SCHZ
|
$1.36M |
| 4 |
Equifax
EFX
|
$1.08M |
| 5 |
Apple
AAPL
|
$1.03M |
Top Sells
| 1 |
J.M. Smucker
SJM
|
$1.98M |
| 2 |
WY.PRA
WEYERHAEUSER COMP PREF CONV SER A (WA)
WY.PRA
|
$642K |
| 3 |
Welltower
WELL
|
$473K |
| 4 |
Chevron
CVX
|
$387K |
| 5 |
PEO
Adams Natural Resources Fund
PEO
|
$349K |
Sector Composition
| 1 | Industrials | 13.11% |
| 2 | Consumer Staples | 12.34% |
| 3 | Healthcare | 10.66% |
| 4 | Financials | 10.16% |
| 5 | Energy | 9.36% |
