AH
Achievement Holdings Portfolio holdings
AUM
$1.2B
This Quarter Return
-1.95%
1 Year Return
-9.25%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$2.23M
AUM Growth
+$2.23M
(-23%)
Cap. Flow
-$632K
Cap. Flow
% of AUM
-28.37%
Top 10 Holdings %
Top 10 Hldgs %
48.15%
Holding
331
New
112
Increased
44
Reduced
61
Closed
109
Top Buys
| 1 |
Deere & Co
DE
|
$38.8K |
| 2 |
iShares S&P 100 ETF
OEF
|
$35.2K |
| 3 |
MON
Monsanto Co
MON
|
$30.4K |
| 4 |
Hilton Worldwide
HLT
|
$24.1K |
| 5 |
DuPont de Nemours
DD
|
$20K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$154K |
| 2 |
GM.WS.B
General Motors Company
GM.WS.B
|
$143K |
| 3 |
iShares Morningstar Value ETF
ILCV
|
$95.2K |
| 4 |
KMI.WS
Kinder Morgan Inc
KMI.WS
|
$57.2K |
| 5 |
TSNU
Tyson Foods, Inc.
TSNU
|
$35.4K |
Sector Composition
| 1 | Financials | 12.93% |
| 2 | Industrials | 6.74% |
| 3 | Utilities | 5.67% |
| 4 | Consumer Discretionary | 5.4% |
| 5 | Consumer Staples | 5.29% |