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
51
$548K 0.38%
+8,090
52
$540K 0.37%
18,080
-54,376
53
$531K 0.37%
+10,095
54
$530K 0.37%
+9,150
55
$516K 0.36%
+11,405
56
$512K 0.35%
+5,185
57
$480K 0.33%
+7,610
58
$474K 0.33%
+20,095
59
$470K 0.33%
+23,726
60
$438K 0.3%
+27,260
61
$433K 0.3%
+25,555
62
$429K 0.3%
+3,470
63
$426K 0.29%
+8,910
64
$420K 0.29%
+6,197
65
$412K 0.29%
+9,162
66
$408K 0.28%
+6,375
67
$398K 0.28%
+5,945
68
$393K 0.27%
+9,665
69
$368K 0.25%
+22,775
70
$362K 0.25%
+9,035
71
$329K 0.23%
+14,650
72
$324K 0.22%
4,701
+140
73
$311K 0.22%
+5,515
74
$222K 0.15%
9,680
75
$213K 0.15%
105,000
1 2
3
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