Ancora Equity Fund

Scorecard
2 / 5 Stars
Lipper
1 1 3 1 5
Zacks Investment Research
3 (Hold)
Standard & Poor's
2 / 5 Stars
TheStreet.com
D+ (Sell)

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 2.11 1.06 1.05
Stocks 87.32 0.0 87.32
Bonds 0.68 0.0 0.68
Other 4.31 0.0 4.31
Foreign Bonds 0.06 0.0 0.06
Foreign Stocks 5.48 0.0 5.48
Convertible 0.67 0.0 0.67
Preferred 0.42 0.0 0.42

Updated 12.31.2013

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 12.31.2013

Ticker YTD Return % % Net Assets
Celgene Corporation CELG -5.14 6.66
Tri-Continental Corporation Common --- --- 5.91
Boulder Total Return Common --- --- 5.67
Ameriprise Financial Inc AMP -5.89 5.67
EMC Corporation EMC 4.41 4.96
Corning Inc GLW 7.41 4.39
Madison Covered Call & Equity Strategy --- --- 4.27
Parker Hannifin Corporation PH -6.82 3.8
Freeport-McMoRan Copper & Gold FCX -12.18 3.72
Qualcomm, Inc. QCOM -0.36 3.66