AHC

Anderson Hoagland & Co Portfolio holdings

AUM $1.16B
1-Year Est. Return 26.23%
This Quarter Est. Return
1 Year Est. Return
+26.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$892M
AUM Growth
+$76.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$5.76M
2
+$5.46M
3
+$3.74M
4
XOM icon
Exxon Mobil
XOM
+$3.47M
5
AMZN icon
Amazon
AMZN
+$3.03M

Top Sells

1
+$14.9M
2
+$12.4M
3
+$3.42M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$3.08M
5
GM icon
General Motors
GM
+$2.63M

Sector Composition

1 Technology 16.65%
2 Financials 9.1%
3 Healthcare 5.63%
4 Consumer Discretionary 5.63%
5 Industrials 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$242K 0.03%
2,141
127
$234K 0.03%
1,542
128
$225K 0.03%
7,720
129
$221K 0.02%
4,197
-915
130
$218K 0.02%
+1,719
131
$215K 0.02%
+796
132
$214K 0.02%
2,961
+4
133
$207K 0.02%
708
-43
134
– –
-7,500
135
– –
-4,215
136
– –
-16,175
2 3 4 5
6