AHC

Anderson Hoagland & Co Portfolio holdings

AUM $1.16B
1-Year Est. Return 26.23%
This Quarter Est. Return
1 Year Est. Return
+26.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$5.75M
3
+$5.65M
4
IAU icon
iShares Gold Trust
IAU
+$4.74M
5
INDA icon
iShares MSCI India ETF
INDA
+$3.98M

Top Sells

1
+$21.9M
2
+$2.66M
3
+$2.65M
4
FISV
Fiserv Inc
FISV
+$2.39M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.48M

Sector Composition

1 Technology 14.9%
2 Financials 9.63%
3 Industrials 5.36%
4 Consumer Discretionary 4.97%
5 Healthcare 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.75M 0.55%
+55,057
52
$5.32M 0.51%
9,925
+17
53
$5.16M 0.49%
101,967
+32,543
54
$5.07M 0.48%
47,691
-2,555
55
$5.05M 0.48%
44,595
+390
56
$5.04M 0.48%
149,257
+212
57
$4.96M 0.47%
6,194
+12
58
$4.96M 0.47%
17,990
-2,922
59
$4.76M 0.45%
109,912
+347
60
$4.59M 0.44%
12,136
-149
61
$4.49M 0.43%
8,371
-263
62
$4.43M 0.42%
166,068
+18,943
63
$4.35M 0.41%
58,715
-1,014
64
$4.31M 0.41%
54,194
-1,479
65
$4.25M 0.41%
27,940
+65
66
$4.21M 0.4%
99,298
+18,284
67
$4.17M 0.4%
42,633
+2,077
68
$4.17M 0.4%
18,618
+35
69
$4.04M 0.39%
13,287
-263
70
$3.99M 0.38%
79,279
+4,360
71
$3.7M 0.35%
103,628
+191
72
$3.63M 0.35%
10,170
-514
73
$3.55M 0.34%
6,927
74
$3.44M 0.33%
14,181
+37
75
$3.38M 0.32%
54,351
+5,553
1 2
3
4 5