AHC
Anderson Hoagland & Co Portfolio holdings
AUM
$1.05B
This Quarter Return
+7.59%
1 Year Return
+20.61%
3 Year Return
+86.16%
5 Year Return
+130.05%
10 Year Return
+361.39%
AUM
$163M
AUM Growth
+$163M
(+3.9%)
Cap. Flow
-$3.48M
Cap. Flow
% of AUM
-2.14%
Top 10 Holdings %
Top 10 Hldgs %
31.8%
Holding
98
New
5
Increased
23
Reduced
26
Closed
5
Top Buys
| 1 |
Oracle
ORCL
|
$1.3M |
| 2 |
Post Holdings
POST
|
$887K |
| 3 |
GE Aerospace
GE
|
$861K |
| 4 |
BHP
BHP
|
$815K |
| 5 |
POT
Potash Corp Of Saskatchewan
POT
|
$694K |
Top Sells
| 1 |
Apple
AAPL
|
$1.6M |
| 2 |
Vanguard Financials ETF
VFH
|
$1.41M |
| 3 |
Super Micro Computer
SMCI
|
$1.37M |
| 4 |
Applied Industrial Technologies
AIT
|
$1.33M |
| 5 |
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% |
