AHC
Anderson Hoagland & Co Portfolio holdings
AUM
$1.05B
This Quarter Return
+8.06%
1 Year Return
+20.61%
3 Year Return
+86.16%
5 Year Return
+130.05%
10 Year Return
+361.39%
AUM
$707M
AUM Growth
+$707M
(+12%)
Cap. Flow
+$38.1M
Cap. Flow
% of AUM
5.38%
Top 10 Holdings %
Top 10 Hldgs %
38.43%
Holding
113
New
9
Increased
52
Reduced
32
Closed
6
Top Buys
| 1 |
Schwab US TIPS ETF
SCHP
|
$14.8M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$8.39M |
| 3 |
SPDR S&P Regional Banking ETF
KRE
|
$6.36M |
| 4 |
Vanguard FTSE Europe ETF
VGK
|
$4.26M |
| 5 |
Vanguard US Momentum Factor ETF
VFMO
|
$3.94M |
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
$12.6M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$9.17M |
| 3 |
Invesco Taxable Municipal Bond ETF
BAB
|
$4.21M |
| 4 |
Visa
V
|
$2.42M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$2.32M |
Sector Composition
| 1 | Technology | 13.66% |
| 2 | Financials | 9.2% |
| 3 | Consumer Discretionary | 7.58% |
| 4 | Industrials | 5.22% |
| 5 | Healthcare | 3.55% |
