AHC
Anderson Hoagland & Co Portfolio holdings
AUM
$1.05B
1-Year Return
20.61%
This Quarter Return
-1.71%
1 Year Return
+20.61%
3 Year Return
+86.16%
5 Year Return
+130.05%
10 Year Return
+361.39%
AUM
$784M
AUM Growth
-$2.06M
(-0.26%)
Cap. Flow
+$14.7M
Cap. Flow
% of AUM
1.87%
Top 10 Holdings %
Top 10 Hldgs %
39.34%
Holding
116
New
6
Increased
47
Reduced
50
Closed
3
Top Buys
| 1 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
$3.72M |
| 2 |
SoFi Technologies
SOFI
|
$3.3M |
| 3 |
Regeneron Pharmaceuticals
REGN
|
$2.67M |
| 4 |
Vanguard US Multifactor ETF
VFMF
|
$2.53M |
| 5 |
Mueller Industries
MLI
|
$2.3M |
Top Sells
| 1 |
TSMC
TSM
|
$4.43M |
| 2 |
Schlumberger
SLB
|
$2.88M |
| 3 |
Vanguard Mid-Cap ETF
VO
|
$1.49M |
| 4 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
$1.11M |
| 5 |
D.R. Horton
DHI
|
$1.02M |
Sector Composition
| 1 | Technology | 15.14% |
| 2 | Financials | 9.67% |
| 3 | Consumer Discretionary | 6.57% |
| 4 | Industrials | 4.81% |
| 5 | Healthcare | 4.21% |
