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
$144M
AUM Growth
+$61.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.79M
3
+$2.78M
4
PRGO icon
Perrigo
PRGO
+$2.67M
5
V icon
Visa
V
+$2.27M

Top Sells

1
+$2.42M
2
+$2.14M
3
+$1.62M
4
LUMN icon
Lumen
LUMN
+$1.4M
5
AAPL icon
Apple
AAPL
+$1.28M

Sector Composition

1 Technology 15.23%
2 Financials 14.02%
3 Industrials 12.03%
4 Consumer Discretionary 9.47%
5 Healthcare 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$195K 0.14%
+12,500
77
$100K 0.07%
23,976
-45,024
78
– –
-39,530
79
– –
-8,400
1 2 3
4