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Home > Institutional Investor > Ancora Inverness, Llc > Profile

Instuitional Investor - Ancora Inverness, Llc

Fund Profile
Filing Period:
Fund Name: Ancora Inverness, Llc
Portfolio Value $293,405,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
J M Smucker Co
 SJM 109,913 $14,898,000 5.07%
2.
Schwab Strategic Trust
 FNDF 266,439 $14,300,000 4.87%
3.
Apple Inc
 AAPL 301,356 $8,517,000 2.9%
4.
Exxon Mobil Corp
 XOM 74,338 $6,488,000 2.21%
5.
Schwab Strategic Trust
 FNDF 118,878 $6,136,000 2.09%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)