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
$148M
AUM Growth
-$46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1
+$325K
2
+$224K
3
+$165K
4
MSFT icon
Microsoft
MSFT
+$147K
5
AMZN icon
Amazon
AMZN
+$127K

Top Sells

1
+$4.63K

Sector Composition

1 Technology 67.56%
2 Consumer Discretionary 20.69%
3 Communication Services 7.01%
4 Consumer Staples 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$81M 54.89%
592,726
+2,377
2
$30.2M 20.46%
284,473
+1,193
3
$17.6M 11.89%
68,366
+574
4
$7.14M 4.84%
65,520
+2,060
5
$5.47M 3.71%
11,424
+345
6
$3.21M 2.17%
29,360
+300
7
$871K 0.59%
4,795
+476
8
$866K 0.59%
57,100
9
$345K 0.23%
2,935
10
$333K 0.23%
1,482
11
$304K 0.21%
2,561
-39
12
$289K 0.2%
790