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
$163M
AUM Growth
+$6.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$887K
3
+$861K
4
BHP icon
BHP
BHP
+$815K
5
POT
Potash Corp Of Saskatchewan
POT
+$694K

Top Sells

1
+$1.6M
2
+$1.41M
3
+$1.37M
4
AIT icon
Applied Industrial Technologies
AIT
+$1.33M
5
MMM icon
3M
MMM
+$1.01M

Sector Composition

1 Financials 20.91%
2 Technology 17.18%
3 Industrials 13.01%
4 Consumer Discretionary 11.83%
5 Energy 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.06M 1.27%
55,041
+768
27
$2.02M 1.25%
10,450
28
$1.98M 1.22%
9,621
-233
29
$1.93M 1.19%
39,890
+26,910
30
$1.91M 1.17%
10,528
-72
31
$1.9M 1.17%
10,995
32
$1.78M 1.09%
30,099
+641
33
$1.76M 1.08%
22,905
-8,914
34
$1.75M 1.08%
15,074
-340
35
$1.75M 1.07%
13,225
36
$1.74M 1.07%
39,954
+446
37
$1.7M 1.04%
78,281
-288
38
$1.59M 0.98%
24,722
+647
39
$1.58M 0.97%
8,978
-5,767
40
$1.57M 0.97%
9,185
41
$1.54M 0.95%
21,750
42
$1.53M 0.94%
40,992
+440
43
$1.47M 0.91%
21,125
-70
44
$1.43M 0.88%
29,148
-393
45
$1.36M 0.84%
10,000
+1,250
46
$1.24M 0.76%
15,405
-5,695
47
$1.22M 0.75%
13,651
48
$1.19M 0.73%
9,466
-7,445
49
$1.18M 0.72%
22,916
+304
50
$1.17M 0.72%
18,219
+166
1
2
3 4