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
$131M
AUM Growth
-$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$13.7K

Top Sells

1
+$987K
2
+$694K
3
+$582K
4
MSFT icon
Microsoft
MSFT
+$23.7K
5
DVY icon
iShares Select Dividend ETF
DVY
+$20.2K

Sector Composition

1 Technology 71.25%
2 Consumer Discretionary 17.75%
3 Communication Services 5.92%
4 Consumer Staples 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$76.1M 57.86%
585,448
-7,597
2
$23.3M 17.75%
277,793
-6,924
3
$17.3M 13.19%
72,304
-99
4
$5.87M 4.46%
66,480
+155
5
$5.24M 3.98%
11,470
-20
6
$1.91M 1.45%
21,540
-7,820
7
$788K 0.6%
4,581
-114
8
$334K 0.25%
2,768
-167
9
$320K 0.24%
2,561
10
$266K 0.2%
790