AHC
Anderson Hoagland & Co Portfolio holdings
AUM
$1.05B
1-Year Return
20.61%
This Quarter Return
+12.76%
1 Year Return
+20.61%
3 Year Return
+86.16%
5 Year Return
+130.05%
10 Year Return
+361.39%
AUM
$1.05B
AUM Growth
+$205M
(+24%)
Cap. Flow
+$6.1M
Cap. Flow
% of AUM
0.58%
Top 10 Holdings %
Top 10 Hldgs %
36.92%
Holding
148
New
11
Increased
56
Reduced
55
Closed
2
Top Buys
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$6.76M |
| 2 |
iShares National Muni Bond ETF
MUB
|
$5.75M |
| 3 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
$5.65M |
| 4 |
iShares Gold Trust
IAU
|
$4.74M |
| 5 |
iShares MSCI India ETF
INDA
|
$3.98M |
Top Sells
| 1 |
Apple
AAPL
|
$21.9M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.66M |
| 3 |
Invesco National AMT-Free Municipal Bond ETF
PZA
|
$2.65M |
| 4 |
Fiserv
FI
|
$2.39M |
| 5 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$1.48M |
Sector Composition
| 1 | Technology | 14.9% |
| 2 | Financials | 9.63% |
| 3 | Industrials | 5.36% |
| 4 | Consumer Discretionary | 4.97% |
| 5 | Healthcare | 3.96% |
