AHIA

Andrew Hill Investment Advisors Portfolio holdings

AUM $129M
1-Year Est. Return 55.46%
This Quarter Est. Return
1 Year Est. Return
+55.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1 +$5.58M
2 +$5.27M
3 +$4.92M
4
JPM icon
JPMorgan Chase
JPM
+$4.53M
5
RY icon
Royal Bank of Canada
RY
+$4.52M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.75%
2 Healthcare 16.84%
3 Financials 12.48%
4 Consumer Discretionary 8.95%
5 Industrials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.41M 1.32%
+10,443
27
$1.28M 1.2%
+2,705
28
$1.11M 1.04%
+42,449
29
$1.05M 0.98%
+15,471
30
$1.03M 0.96%
+12,665
31
$1.01M 0.95%
+19,545
32
$990K 0.93%
+10,164
33
$985K 0.92%
+18,545
34
$979K 0.92%
+37,792
35
$926K 0.87%
+8,984
36
$738K 0.69%
+2,099
37
$688K 0.64%
+1,091
38
$573K 0.54%
+13,663
39
$567K 0.53%
+42,253
40
$552K 0.52%
+1,158
41
$368K 0.34%
+17,127
42
$360K 0.34%
+20,058
43
$324K 0.3%
+3,882
44
$286K 0.27%
+5,745
45
$250K 0.23%
+3,550
46
$229K 0.21%
+11,064
47
$223K 0.21%
+14,751
48
$221K 0.21%
+5,613
49
$221K 0.21%
+556
50
$209K 0.2%
+1,490