Ancora Equity Fund

Class Inst (ANQIX)
Scorecard
2 / 5 Stars
Lipper
1 1 4 1 5
Zacks Investment Research
---
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 1.0 1.17 -0.17
Stocks 90.04 0.0 90.04
Bonds 0.7 0.0 0.7
Other 4.44 0.0 4.44
Foreign Bonds 0.06 0.0 0.06
Foreign Stocks 3.7 0.0 3.7
Convertible 0.73 0.0 0.73
Preferred 0.5 0.0 0.5

Updated 03.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 03.31.2014

Ticker YTD Return % % Net Assets
Boulder Total Return Common --- --- 6.47
Tri-Continental Corporation Common --- --- 6.4
Celgene Corp CELG 4.75 5.94
Ameriprise Financial Inc AMP 6.59 5.85
EMC Corp EMC 7.06 5.83
Madison Covered Call & Equity Strategy --- --- 4.4
Qualcomm Inc QCOM 8.42 4.19
Alcoa Inc AA 39.79 4.11
Parker Hannifin Corp PH -0.63 3.82
Bank of New York Mellon Corp BK 9.39 3.75