AHC
Anderson Hoagland & Co Portfolio holdings
AUM
$1.05B
1-Year Return
20.61%
This Quarter Return
+1.98%
1 Year Return
+20.61%
3 Year Return
+86.16%
5 Year Return
+130.05%
10 Year Return
+361.39%
AUM
$972M
AUM Growth
-$7.52M
(-0.77%)
Cap. Flow
-$35.2M
Cap. Flow
% of AUM
-3.62%
Top 10 Holdings %
Top 10 Hldgs %
37.15%
Holding
143
New
11
Increased
20
Reduced
62
Closed
6
Top Buys
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$4.38M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$4.3M |
| 3 |
iShares Short-Term National Muni Bond ETF
SUB
|
$4.28M |
| 4 |
IBM
IBM
|
$3.98M |
| 5 |
Cheniere Energy
LNG
|
$2.89M |
Top Sells
| 1 |
Vanguard Long-Term Treasury ETF
VGLT
|
$12.9M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$10M |
| 3 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$7.85M |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
$4.44M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$3.86M |
Sector Composition
| 1 | Technology | 16.88% |
| 2 | Financials | 10.78% |
| 3 | Consumer Discretionary | 5.74% |
| 4 | Industrials | 5.68% |
| 5 | Healthcare | 4.61% |
