AFWA

Ancora Family Wealth Advisors Portfolio holdings

AUM $293M
1-Year Est. Return 15.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.45%
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
+$696K
2
+$688K
3
+$638K
4
CERN
Cerner Corp
CERN
+$607K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$578K

Top Sells

1
+$1.2M
2
+$629K
3
+$609K
4
KSS icon
Kohl's
KSS
+$568K
5
JEF icon
Jefferies Financial Group
JEF
+$544K

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
176
$110K 0.04%
10,677
-2,342
177
$104K 0.04%
13,174
+1,724
178
$62K 0.03%
1,096
+56
179
– –
-10,864
180
– –
-42,792
181
– –
-11,922
182
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-17,001
183
– –
-1,286
184
– –
-3,662
185
– –
-10,611
186
– –
-3,079
187
– –
-16,540
188
– –
-15,500
189
– –
-6,837
190
– –
-5,220
191
– –
-6,210
192
– –
-1,698
193
– –
-11,200
4 5 6 7
8