AFWA
Ancora Family Wealth Advisors Portfolio holdings
AUM
$293M
1-Year Est. Return
15.46%
1 Year Est. Return
+15.46%
AUM
$245M
AUM Growth
+$11.7M
(+5%)
Holding
193
Top Buys
| 1 | +$708K | |
| 2 | +$697K | |
| 3 | +$686K | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$619K |
| 5 |
CERN
Cerner Corp
CERN
|
+$590K |
Top Sells
| 1 | +$1.33M | |
| 2 | +$657K | |
| 3 | +$629K | |
| 4 |
Kohl's
KSS
|
+$568K |
| 5 |
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% |