AHC
Anderson Hoagland & Co Portfolio holdings
AUM
$1.05B
1-Year Return
20.61%
This Quarter Return
+8.11%
1 Year Return
+20.61%
3 Year Return
+86.16%
5 Year Return
+130.05%
10 Year Return
+361.39%
AUM
$178M
AUM Growth
-$1.34M
(-0.75%)
Cap. Flow
-$15.9M
Cap. Flow
% of AUM
-8.94%
Top 10 Holdings %
Top 10 Hldgs %
38.3%
Holding
102
New
5
Increased
14
Reduced
36
Closed
12
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$1.87M |
| 2 |
Visa
V
|
$1.31M |
| 3 |
Baidu
BIDU
|
$1.2M |
| 4 |
ATVI
Activision Blizzard Inc.
ATVI
|
$1.1M |
| 5 |
The Bancorp
TBBK
|
$802K |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$1.83M |
| 2 |
Helmerich & Payne
HP
|
$1.7M |
| 3 |
Meta Platforms (Facebook)
META
|
$1.55M |
| 4 |
Vanguard Consumer Discretionary ETF
VCR
|
$1.53M |
| 5 |
Intuit
INTU
|
$1.48M |
Sector Composition
| 1 | Financials | 18.84% |
| 2 | Technology | 18.46% |
| 3 | Consumer Discretionary | 15.27% |
| 4 | Industrials | 10.63% |
| 5 | Energy | 8.03% |
