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AFWA
Ancora Family Wealth Advisors Portfolio holdings
AUM
$293M
1-Year Est. Return
15.45%
This Fund
S&P 500
This Quarter
Est. Return
-7.45%
1 Year Est. Return
+15.45%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$240M
AUM Growth
–
Cap. Flow
+$253M
Cap. Flow
% of AUM
105.37%
Top 10 Holdings %
Top 10 Hldgs %
26.81%
Holding
198
New
198
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
J.M. Smucker
SJM
|
+$15.1M |
| 2 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$11M |
| 3 |
Apple
AAPL
|
+$6.47M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$5.66M |
| 5 |
ExxonMobil
XOM
|
+$5.21M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 21.87% |
| 2 | Consumer Staples | 13.14% |
| 3 | Energy | 11.8% |
| 4 | Industrials | 11.7% |
| 5 | Financials | 10.29% |
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Ancora Family Wealth Advisors's Q3 2015 Portfolio in Review
Q3 2015 is the first quarter with a 13F filing on record for Ancora Family Wealth Advisors, which disclosed 198 positions worth $240M. Its ten largest holdings account for 27% of the portfolio.
Its largest position is J.M. Smucker: 135,290 shares worth $15.4M.
By sector, the portfolio is most concentrated in Miscellaneous at 22% of assets, followed by Consumer Staples and Energy.
- Ancora Family Wealth Advisors's largest Q3 2015 buy was J.M. Smucker: 135,290 shares worth $15.4M.
- Ancora Family Wealth Advisors's ten largest holdings make up 27% of its $240M portfolio in Q3 2015.
- Ancora Family Wealth Advisors disclosed 198 positions in Q3 2015, its first 13F filing on record.
Based on Ancora Family Wealth Advisors's 13F filing for Q3 2015, filed 6 Nov 2015.