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
$240M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$11.1M
3
+$6.09M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$5.34M
5
PEP icon
PepsiCo
PEP
+$5.08M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 13.14%
2 Energy 11.8%
3 Industrials 11.7%
4 Financials 10.29%
5 Technology 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.4M 6.43%
+135,290
2
$11.1M 4.61%
+424,498
3
$6.09M 2.54%
+220,788
4
$5.34M 2.22%
+699,816
5
$5.08M 2.12%
+53,871
6
$5.03M 2.09%
+67,592
7
$4.31M 1.8%
+315,200
8
$4.23M 1.76%
+53,641
9
$4.01M 1.67%
+55,771
10
$3.74M 1.56%
+46,212
11
$3.59M 1.5%
+27,532
12
$3.48M 1.45%
+62,119
13
$3.33M 1.39%
+92,181
14
$3.09M 1.29%
+44,825
15
$3.02M 1.26%
+33,501
16
$2.94M 1.22%
+61,249
17
$2.9M 1.21%
+31,082
18
$2.89M 1.2%
+42,638
19
$2.81M 1.17%
+23,684
20
$2.77M 1.15%
+53,906
21
$2.75M 1.15%
+35,785
22
$2.65M 1.11%
+107,805
23
$2.58M 1.08%
+50,317
24
$2.46M 1.03%
+140,919
25
$2.37M 0.99%
+20,393
1
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