AH
Achievement Holdings Portfolio holdings
AUM
$1.2B
This Quarter Return
-10.81%
1 Year Return
-9.25%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.2B
AUM Growth
+$1.2B
(+53,840%)
Cap. Flow
-$145M
Cap. Flow
% of AUM
-12.04%
Top 10 Holdings %
Top 10 Hldgs %
41.75%
Holding
297
New
75
Increased
39
Reduced
59
Closed
120
Top Buys
| 1 |
Valero Energy
VLO
|
$18.5M |
| 2 |
DFS
Discover Financial Services
DFS
|
$16.7M |
| 3 |
Comerica
CMA
|
$14.9M |
| 4 |
American Express
AXP
|
$14.4M |
| 5 |
First Horizon
FHN
|
$13.8M |
Top Sells
| 1 |
KMI.WS
Kinder Morgan Inc
KMI.WS
|
$188M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$108M |
| 3 |
WisdomTree US Total Dividend Fund
DTD
|
$58.4M |
| 4 |
Molson Coors Class B
TAP
|
$27.3M |
| 5 |
Exelon
EXC
|
$25.4M |
Sector Composition
| 1 | Financials | 28.6% |
| 2 | Consumer Discretionary | 9.5% |
| 3 | Materials | 5.6% |
| 4 | Industrials | 4.27% |
| 5 | Energy | 4.09% |
