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
$666M
AUM Growth
-$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$1.99M
3
+$1.8M
4
ROST icon
Ross Stores
ROST
+$1.8M
5
DOCS icon
Doximity
DOCS
+$1.57M

Top Sells

1
+$3.59M
2
+$1.68M
3
+$1.59M
4
QCOM icon
Qualcomm
QCOM
+$1.59M
5
PYPL icon
PayPal
PYPL
+$1.58M

Sector Composition

1 Technology 15.67%
2 Financials 8.55%
3 Consumer Discretionary 5.32%
4 Industrials 4.57%
5 Healthcare 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.83M 0.27%
12,028
77
$1.82M 0.27%
60,811
+53
78
$1.8M 0.27%
+287,190
79
$1.8M 0.27%
+23,483
80
$1.74M 0.26%
30,901
81
$1.57M 0.24%
+37,773
82
$1.55M 0.23%
6,103
-6,236
83
$1.5M 0.23%
69,035
+6,226
84
$1.5M 0.23%
26,230
+739
85
$1.45M 0.22%
34,155
86
$1.37M 0.21%
+57,371
87
$1.36M 0.21%
16,355
-9,938
88
$1.33M 0.2%
29,844
+8,202
89
$1.23M 0.18%
12,343
90
$1.15M 0.17%
63,526
+20,243
91
$1.09M 0.16%
16,582
92
$1.06M 0.16%
21,344
-3,027
93
$963K 0.14%
10,021
-86
94
$943K 0.14%
+7,232
95
$672K 0.1%
27,348
96
$657K 0.1%
4,498
-122
97
$653K 0.1%
27,302
-5,222
98
$607K 0.09%
143,605
-940
99
$567K 0.09%
5,580
+1,327
100
$561K 0.08%
2,010
1 2 3
4
5