AHC
Anderson Hoagland & Co Portfolio holdings
AUM
$1.05B
This Quarter Return
+5.65%
1 Year Return
+20.61%
3 Year Return
+86.16%
5 Year Return
+130.05%
10 Year Return
+361.39%
AUM
$980M
AUM Growth
+$980M
(+2.9%)
Cap. Flow
+$432K
Cap. Flow
% of AUM
0.04%
Top 10 Holdings %
Top 10 Hldgs %
36.44%
Holding
140
New
7
Increased
19
Reduced
62
Closed
8
Top Buys
| 1 |
iShares Gold Trust
IAU
|
$6.59M |
| 2 |
Avantis US Large Cap Value ETF
AVLV
|
$6.26M |
| 3 |
IBM
IBM
|
$4.05M |
| 4 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
$2.65M |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
$2.39M |
Top Sells
| 1 |
Qualcomm
QCOM
|
$5.66M |
| 2 |
iShares MSCI USA Value Factor ETF
VLUE
|
$5.1M |
| 3 |
Deere & Co
DE
|
$4.74M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$2.78M |
| 5 |
Quanta Services
PWR
|
$1.6M |
Sector Composition
| 1 | Technology | 16.41% |
| 2 | Financials | 9.27% |
| 3 | Healthcare | 5.59% |
| 4 | Industrials | 5.25% |
| 5 | Consumer Discretionary | 4.99% |
