AHC

Anderson Hoagland & Co Portfolio holdings

AUM $1.11B
1-Year Est. Return 23.17%
This Quarter Est. Return
1 Year Est. Return
+23.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$696M
AUM Growth
+$9.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.37M
3
+$1.64M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.43M
5
VFMF icon
Vanguard US Multifactor ETF
VFMF
+$1.31M

Top Sells

1
+$6.81M
2
+$4.14M
3
+$3.26M
4
CAT icon
Caterpillar
CAT
+$3.15M
5
JMST icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-34,155
2 3 4 5
6