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
176
$213K 0.09%
+3,724
177
$213K 0.09%
+27,492
178
$213K 0.09%
+7,850
179
$206K 0.09%
+5,220
180
$205K 0.09%
+6,208
181
$204K 0.09%
+2,476
182
$203K 0.08%
+5,232
183
$203K 0.08%
+5,261
184
$203K 0.08%
+3,233
185
$202K 0.08%
+21,748
186
$200K 0.08%
+1,075
187
$164K 0.07%
+13,547
188
$161K 0.07%
+21,000
189
$158K 0.07%
+16,294
190
$155K 0.06%
+19,397
191
$152K 0.06%
+11,110
192
$119K 0.05%
+3,013
193
$115K 0.05%
+15,864
194
$114K 0.05%
+24,750
195
$109K 0.05%
+11,200
196
$95K 0.04%
+11,250
197
$75K 0.03%
+17,850
198
$29K 0.01%
+1,040
4 5 6 7
8