ANHIM

Alan N. Hoffman Investment Management Portfolio holdings

AUM $229M
1-Year Est. Return 20.32%
This Quarter Est. Return
1 Year Est. Return
+20.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$194M
AUM Growth
-$4.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$532K
2
+$293K
3
+$273K
4
MSFT icon
Microsoft
MSFT
+$233K
5
NVDA icon
NVIDIA
NVDA
+$220K

Top Sells

1
+$621K

Sector Composition

1 Technology 65.03%
2 Consumer Discretionary 24.13%
3 Communication Services 6.65%
4 Consumer Staples 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$103M 53.25%
590,349
+1,676
2
$46.2M 23.85%
283,280
+620
3
$20.9M 10.8%
67,792
+757
4
$8.82M 4.56%
63,460
+1,960
5
$6.38M 3.3%
11,079
+205
6
$4.06M 2.1%
29,060
7
$1.56M 0.8%
57,100
+8,050
8
$1.02M 0.53%
4,319
+45
9
$532K 0.27%
+1,482
10
$376K 0.19%
2,935
11
$360K 0.19%
790
12
$333K 0.17%
2,600
13
– –
-4,330