AHC
Anderson Hoagland & Co Portfolio holdings
AUM
$1.05B
This Quarter Return
+3.48%
1 Year Return
+20.61%
3 Year Return
+86.16%
5 Year Return
+130.05%
10 Year Return
+361.39%
AUM
$952M
AUM Growth
+$952M
(+6.8%)
Cap. Flow
+$46.7M
Cap. Flow
% of AUM
4.91%
Top 10 Holdings %
Top 10 Hldgs %
36.73%
Holding
138
New
5
Increased
29
Reduced
51
Closed
5
Top Buys
| 1 |
iShares Gold Trust
IAU
|
$19.9M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$7.84M |
| 3 |
Uber
UBER
|
$2.51M |
| 4 |
3M
MMM
|
$2.45M |
| 5 |
Johnson & Johnson
JNJ
|
$2.3M |
Top Sells
| 1 |
iShares Russell 3000 ETF
IWV
|
$3.81M |
| 2 |
NVIDIA
NVDA
|
$3.53M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$3.03M |
| 4 |
AMN Healthcare
AMN
|
$2.61M |
| 5 |
Amazon
AMZN
|
$2.48M |
Sector Composition
| 1 | Technology | 18.13% |
| 2 | Financials | 9.09% |
| 3 | Healthcare | 5.83% |
| 4 | Consumer Discretionary | 5.28% |
| 5 | Industrials | 5.05% |
