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
$178M
AUM Growth
-$359K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
14
New
Increased
Reduced
Closed

Top Buys

1
+$370K
2
+$38.1K
3
+$11K
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$8.68K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.43K

Top Sells

1
+$2.66M
2
+$1.61M
3
+$166K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$128K
5
DVY icon
iShares Select Dividend ETF
DVY
+$53.5K

Sector Composition

1 Technology 60.25%
2 Consumer Discretionary 25.25%
3 Communication Services 7.81%
4 Consumer Staples 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$73.6M 41.32%
429,462
-15,530
2
$45M 25.25%
249,471
-8,902
3
$32.4M 18.17%
76,966
-395
4
$10.9M 6.11%
72,113
+36
5
$8.59M 4.82%
11,731
+52
6
$3.04M 1.71%
19,975
-840
7
$1.14M 0.64%
3,982
-61
8
$944K 0.53%
10,450
+4,090
9
$616K 0.35%
10,005
+141
10
$596K 0.33%
1,343
-10
11
$399K 0.22%
790
12
$389K 0.22%
743
+21
13
$324K 0.18%
2,471
14
$263K 0.15%
2,134
-434