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
$172M
AUM Growth
-$2.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$2.2M
2 +$1.81M
3 +$1.71M
4
EVTC icon
Evertec
EVTC
+$1.59M
5
DELL icon
Dell
DELL
+$1.54M

Top Sells

1 +$3.02M
2 +$2.82M
3 +$2.81M
4
ORCL icon
Oracle
ORCL
+$2.59M
5
EW icon
Edwards Lifesciences
EW
+$1.82M

Sector Composition

1 Technology 19.28%
2 Financials 18.04%
3 Industrials 13.57%
4 Healthcare 10.99%
5 Consumer Discretionary 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-20,071
102
-55,772
103
-33,688
104
-4,601
105
-5,700
106
-45,420