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
1
$12.1M 4.92%
457,132
+10,336
2
$7.37M 3%
56,792
-1,289
3
$6.74M 2.75%
247,488
+25,600
4
$6.13M 2.5%
64,281
+3,500
5
$5.73M 2.33%
68,532
+3,046
6
$5.23M 2.13%
642,840
+48,168
7
$5.09M 2.07%
49,698
+717
8
$5.01M 2.04%
60,899
+219
9
$4.42M 1.8%
40,858
+3,806
10
$4.21M 1.72%
29,676
+4,360
11
$3.98M 1.62%
293,540
+10,260
12
$3.94M 1.61%
62,622
+2,742
13
$3.87M 1.58%
94,515
+9,278
14
$3.79M 1.55%
55,229
+5,450
15
$3.65M 1.49%
52,595
+420
16
$3.53M 1.44%
37,371
+2,892
17
$3.51M 1.43%
47,562
+1,932
18
$3.46M 1.41%
116,921
+2,632
19
$3.45M 1.4%
55,108
+125
20
$3.23M 1.31%
40,565
+8,905
21
$3.15M 1.28%
84,660
+580
22
$3.06M 1.25%
21,977
+1,540
23
$2.99M 1.22%
2,317
+282
24
$2.73M 1.11%
184,139
+27,510
25
$2.61M 1.06%
30,159
-145
1
2 3 4 5