AFWA
Ancora Family Wealth Advisors Portfolio holdings
AUM
$293M
1-Year Return
15.46%
This Quarter Return
+2.74%
1 Year Return
+15.46%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$245M
AUM Growth
+$11.7M
(+5%)
Cap. Flow
+$6M
Cap. Flow
% of AUM
2.44%
Top 10 Holdings %
Top 10 Hldgs %
25.27%
Holding
193
New
10
Increased
87
Reduced
57
Closed
15
Top Buys
| 1 |
Union Pacific
UNP
|
$708K |
| 2 |
Apple
AAPL
|
$697K |
| 3 |
Biogen
BIIB
|
$686K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$619K |
| 5 |
CERN
Cerner Corp
CERN
|
$590K |
Top Sells
| 1 |
TSNU
Tyson Foods, Inc.
TSNU
|
$1.33M |
| 2 |
Baxter International
BAX
|
$657K |
| 3 |
GF
New Germany Fund
GF
|
$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% |
