AHC
Anderson Hoagland & Co Portfolio holdings
AUM
$1.05B
1-Year Return
20.61%
This Quarter Return
+8.93%
1 Year Return
+20.61%
3 Year Return
+86.16%
5 Year Return
+130.05%
10 Year Return
+361.39%
AUM
$696M
AUM Growth
+$9.22M
(+1.3%)
Cap. Flow
-$14.4M
Cap. Flow
% of AUM
-2.06%
Top 10 Holdings %
Top 10 Hldgs %
39.71%
Holding
126
New
4
Increased
28
Reduced
52
Closed
3
Top Buys
| 1 |
UnitedHealth
UNH
|
$2.51M |
| 2 |
Comfort Systems
FIX
|
$2.37M |
| 3 |
Uber
UBER
|
$1.64M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.43M |
| 5 |
Vanguard US Multifactor ETF
VFMF
|
$1.31M |
Top Sells
| 1 |
SPDR S&P Regional Banking ETF
KRE
|
$6.81M |
| 2 |
NVIDIA
NVDA
|
$4.14M |
| 3 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$3.26M |
| 4 |
Caterpillar
CAT
|
$3.15M |
| 5 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
$1.78M |
Sector Composition
| 1 | Technology | 17.89% |
| 2 | Financials | 9.2% |
| 3 | Industrials | 5.39% |
| 4 | Healthcare | 5.01% |
| 5 | Consumer Discretionary | 4.45% |