AHC
Anderson Hoagland & Co Portfolio holdings
AUM
$1.05B
This Quarter Return
-15.42%
1 Year Return
+20.61%
3 Year Return
+86.16%
5 Year Return
+130.05%
10 Year Return
+361.39%
AUM
$666M
AUM Growth
+$666M
(-14%)
Cap. Flow
+$21M
Cap. Flow
% of AUM
3.16%
Top 10 Holdings %
Top 10 Hldgs %
40.6%
Holding
115
New
8
Increased
31
Reduced
37
Closed
6
Top Buys
| 1 |
PRFT
Perficient Inc
PRFT
|
$2.31M |
| 2 |
Eli Lilly
LLY
|
$1.99M |
| 3 |
SoFi Technologies
SOFI
|
$1.8M |
| 4 |
Ross Stores
ROST
|
$1.8M |
| 5 |
Doximity
DOCS
|
$1.57M |
Top Sells
| 1 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$3.59M |
| 2 |
Schwab US TIPS ETF
SCHP
|
$1.68M |
| 3 |
Dollar General
DG
|
$1.59M |
| 4 |
Qualcomm
QCOM
|
$1.59M |
| 5 |
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% |
