AHB

Abner Herrman & Brock Portfolio holdings

AUM $971M
1-Year Est. Return 28.82%
This Quarter Est. Return
1 Year Est. Return
+28.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$682M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1 +$19.1M
2 +$18.9M
3 +$18.8M
4
AMD icon
Advanced Micro Devices
AMD
+$16.5M
5
AMZN icon
Amazon
AMZN
+$15.3M

Top Sells

1 +$15.9M
2 +$13.5M
3 +$13.4M
4
MET icon
MetLife
MET
+$10.7M
5
KDP icon
Keurig Dr Pepper
KDP
+$7.44M

Sector Composition

1 Technology 24.9%
2 Financials 18.76%
3 Healthcare 13.52%
4 Industrials 10.98%
5 Consumer Discretionary 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-43,350
102
-184,955
103
-16,225
104
-210,948
105
-19,500
106
-4,521
107
-1,940
108
-134,527