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
$245M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$708K
2
+$697K
3
+$686K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$619K
5
CERN
Cerner Corp
CERN
+$590K

Top Sells

1
+$1.33M
2
+$657K
3
+$629K
4
KSS icon
Kohl's
KSS
+$568K
5
JEF icon
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%
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
– –
-1,286
180
– –
-3,662
181
– –
-10,864
182
– –
-42,792
183
– –
-11,922
184
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-17,001
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