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
$666M
AUM Growth
-$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$1.99M
3
+$1.8M
4
ROST icon
Ross Stores
ROST
+$1.8M
5
DOCS icon
Doximity
DOCS
+$1.57M

Top Sells

1
+$3.59M
2
+$1.68M
3
+$1.59M
4
QCOM icon
Qualcomm
QCOM
+$1.59M
5
PYPL icon
PayPal
PYPL
+$1.58M

Sector Composition

1 Technology 15.67%
2 Financials 8.55%
3 Consumer Discretionary 5.32%
4 Industrials 4.57%
5 Healthcare 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.4M 0.51%
18,666
-806
52
$3.4M 0.51%
17,264
53
$3.29M 0.49%
38,524
-756
54
$3.27M 0.49%
10,762
55
$3.08M 0.46%
114,860
+538
56
$3.05M 0.46%
11,123
+60
57
$3.04M 0.46%
21,273
+159
58
$3.03M 0.46%
77,232
59
$2.86M 0.43%
21,650
+47
60
$2.74M 0.41%
4,504
61
$2.73M 0.41%
21,511
62
$2.71M 0.41%
114,045
-2,133
63
$2.65M 0.4%
41,967
-108
64
$2.62M 0.39%
22,756
+265
65
$2.58M 0.39%
435,548
66
$2.42M 0.36%
21,810
+759
67
$2.4M 0.36%
118,143
+484
68
$2.31M 0.35%
+24,528
69
$2.31M 0.35%
24,690
-8
70
$2.26M 0.34%
27,035
-4,550
71
$2.21M 0.33%
6,932
72
$2.19M 0.33%
11,251
-2,476
73
$1.93M 0.29%
26,467
+214
74
$1.87M 0.28%
50,879
-199
75
$1.85M 0.28%
61,397
+4,462
1 2
3
4 5