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
$952M
AUM Growth
+$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1 +$19.9M
2 +$7.84M
3 +$2.51M
4
MMM icon
3M
MMM
+$2.45M
5
JNJ icon
Johnson & Johnson
JNJ
+$2.3M

Top Sells

1 +$3.81M
2 +$3.53M
3 +$3.03M
4
AMN icon
AMN Healthcare
AMN
+$2.61M
5
AMZN icon
Amazon
AMZN
+$2.48M

Sector Composition

1 Technology 18.13%
2 Financials 9.09%
3 Healthcare 5.83%
4 Consumer Discretionary 5.28%
5 Industrials 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$5.03M 0.53%
10,521
52
$4.62M 0.49%
26,670
+90
53
$4.56M 0.48%
47,021
-19,759
54
$4.56M 0.48%
17,900
-323
55
$4.36M 0.46%
85,870
56
$4.27M 0.45%
12,237
57
$4.21M 0.44%
6,927
58
$4.06M 0.43%
39,139
-356
59
$4M 0.42%
19,275
-541
60
$3.92M 0.41%
44,116
+1,862
61
$3.89M 0.41%
103,732
62
$3.87M 0.41%
80,167
-4,838
63
$3.83M 0.4%
19,160
-3,885
64
$3.79M 0.4%
27,857
-644
65
$3.77M 0.4%
21,633
66
$3.76M 0.4%
67,544
-3,932
67
$3.68M 0.39%
3,489
68
$3.65M 0.38%
24,871
-845
69
$3.58M 0.38%
79,233
+30,477
70
$3.48M 0.37%
74,188
-2,114
71
$3.47M 0.36%
68,400
72
$3.45M 0.36%
23,066
73
$3.44M 0.36%
54,494
-1,320
74
$3.39M 0.36%
127,804
+595
75
$3.36M 0.35%
11,469
-26