AH
Achievement Holdings Portfolio holdings
AUM
$1.2B
1-Year Est. Return
9.25%
1 Year Est. Return
-9.25%
AUM
$1.2B
AUM Growth
+$1.2B
(+53,840%)
Holding
297
Top Buys
| 1 | +$18.5M | |
| 2 | +$16.7M | |
| 3 | +$14.9M | |
| 4 |
American Express
AXP
|
+$14.4M |
| 5 |
First Horizon
FHN
|
+$13.8M |
Top Sells
| 1 | +$188M | |
| 2 | +$108M | |
| 3 | +$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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Stifel
SF
$11.3B
| – | – |
-30,000
|
|
||
277
Signet Jewelers
SIG
$4.23B
| – | – |
-70,500
|
|
||
278
Steel Dynamics
STLD
$21B
| – | – |
-10,900
|
|
||
279
Toronto Dominion Bank
TD
$135B
| – | – |
-41,700
|
|
||
280
TransUnion
TRU
$15.3B
| – | – |
-74,700
|
|
||
281
Unum
UNM
$12.9B
| – | – |
-15,600
|
|
||
282
Visa
V
$664B
| – | – |
-222,000
|
|
||
283
Virtu Financial
VIRT
$2.81B
| – | – |
-25,000
|
|