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
51
$1.13M 0.7%
6,750
52
$1.07M 0.66%
5,240
53
$1.03M 0.63%
17,188
54
$991K 0.61%
26,385
-1,390
55
$990K 0.61%
6,710
+200
56
$959K 0.59%
14,515
57
$937K 0.58%
12,823
58
$928K 0.57%
17,475
59
$909K 0.56%
7,240
60
$891K 0.55%
12,650
61
$887K 0.55%
+15,350
62
$886K 0.55%
53,540
-785
63
$861K 0.53%
+7,426
64
$861K 0.53%
18,250
65
$846K 0.52%
22,220
+6,595
66
$825K 0.51%
7,745
67
$823K 0.51%
10,680
-6,900
68
$815K 0.5%
+22,549
69
$754K 0.46%
30,470
+6,375
70
$720K 0.44%
88,585
-4,050
71
$696K 0.43%
11,631
72
$692K 0.43%
7,643
73
$688K 0.42%
14,590
74
$680K 0.42%
4,375
75
$650K 0.4%
+24,015
1 2
3
4