AHC
Anderson Hoagland & Co Portfolio holdings
AUM
$1.05B
1-Year Return
20.61%
This Quarter Return
+11.95%
1 Year Return
+20.61%
3 Year Return
+86.16%
5 Year Return
+130.05%
10 Year Return
+361.39%
AUM
$145M
AUM Growth
+$544K
(+0.38%)
Cap. Flow
-$1.22M
Cap. Flow
% of AUM
-0.84%
Top 10 Holdings %
Top 10 Hldgs %
33.05%
Holding
105
New
13
Increased
7
Reduced
30
Closed
11
Top Buys
| 1 |
Chubb
CB
|
$5.99M |
| 2 |
Amazon
AMZN
|
$1.81M |
| 3 |
PNC Financial Services
PNC
|
$817K |
| 4 |
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
|
$554K |
| 5 |
Cemex
CX
|
$486K |
Top Sells
| 1 |
IBM
IBM
|
$1.42M |
| 2 |
Mattel
MAT
|
$718K |
| 3 |
TotalEnergies
TTE
|
$530K |
| 4 |
Brown & Brown
BRO
|
$438K |
| 5 |
Target
TGT
|
$408K |
Sector Composition
| 1 | Financials | 20.25% |
| 2 | Technology | 15.97% |
| 3 | Industrials | 12.61% |
| 4 | Consumer Discretionary | 10.7% |
| 5 | Healthcare | 8.92% |
