AHC

Anderson Hoagland & Co Portfolio holdings

AUM $1.11B
1-Year Est. Return 23.17%
This Quarter Est. Return
1 Year Est. Return
+23.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
+$61.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.79M
3
+$2.78M
4
PRGO icon
Perrigo
PRGO
+$2.67M
5
V icon
Visa
V
+$2.27M

Top Sells

1
+$2.42M
2
+$2.14M
3
+$1.62M
4
LUMN icon
Lumen
LUMN
+$1.4M
5
AAPL icon
Apple
AAPL
+$1.28M

Sector Composition

1 Technology 15.23%
2 Financials 14.02%
3 Industrials 12.03%
4 Consumer Discretionary 9.47%
5 Healthcare 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.65M 1.14%
+135,788
27
$1.59M 1.1%
42,372
+5,205
28
$1.42M 0.98%
8,012
-12,075
29
$1.37M 0.95%
+11,400
30
$1.36M 0.94%
+10,725
31
$1.36M 0.94%
16,118
+1,304
32
$1.32M 0.91%
113,681
+60,030
33
$1.29M 0.9%
34,092
-4,235
34
$1.07M 0.74%
18,856
+541
35
$1.03M 0.71%
+16,405
36
$977K 0.68%
+20,858
37
$797K 0.55%
27
+5
38
$764K 0.53%
167,894
39
$751K 0.52%
+9,750
40
$744K 0.52%
+7,745
41
$733K 0.51%
39,800
+22,100
42
$698K 0.48%
+5,250
43
$620K 0.43%
+7,880
44
$608K 0.42%
+18,875
45
$607K 0.42%
+12,475
46
$589K 0.41%
+7,240
47
$581K 0.4%
+8,190
48
$581K 0.4%
189,298
-16,380
49
$571K 0.4%
+6,850
50
$566K 0.39%
+15,000
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