AHC

Anderson Hoagland & Co Portfolio holdings

AUM $1.16B
1-Year Est. Return 26.23%
This Quarter Est. Return
1 Year Est. Return
+26.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$5.75M
3
+$5.65M
4
IAU icon
iShares Gold Trust
IAU
+$4.74M
5
INDA icon
iShares MSCI India ETF
INDA
+$3.98M

Top Sells

1
+$21.9M
2
+$2.66M
3
+$2.65M
4
FISV
Fiserv Inc
FISV
+$2.39M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.48M

Sector Composition

1 Technology 14.9%
2 Financials 9.63%
3 Industrials 5.36%
4 Consumer Discretionary 4.97%
5 Healthcare 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.37M 0.32%
16,469
+31
77
$3.33M 0.32%
58,467
-1,395
78
$3.32M 0.32%
21,287
+45
79
$3.24M 0.31%
21,243
+5,648
80
$3.21M 0.31%
19,469
-349
81
$3.11M 0.3%
45,713
-3,660
82
$3.04M 0.29%
23,594
-596
83
$3.03M 0.29%
61,708
-429
84
$2.88M 0.28%
26,446
-225
85
$2.84M 0.27%
69,723
-89
86
$2.82M 0.27%
22,065
-760
87
$2.79M 0.27%
11,469
+22
88
$2.77M 0.26%
+4,883
89
$2.66M 0.25%
14,263
-1,226
90
$2.59M 0.25%
13,043
+43
91
$2.53M 0.24%
14,662
+28
92
$2.49M 0.24%
10,514
-4
93
$2.48M 0.24%
24,143
-5,435
94
$2.41M 0.23%
23,913
-2,273
95
$2.4M 0.23%
+23,599
96
$2.39M 0.23%
75,428
+36,482
97
$2.36M 0.23%
35,154
-2,222
98
$2.3M 0.22%
38,505
99
$2.19M 0.21%
29,332
-2,398
100
$2.03M 0.19%
18,431
-1,484
2 3
4
5 6