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
$90M
AUM Growth
-$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.96M
3
+$1.74M
4
HTZ icon
Hertz
HTZ
+$1.59M
5
DE icon
Deere & Co
DE
+$1.43M

Top Sells

1
+$4.26M
2
+$2.83M
3
+$2.81M
4
GRMN icon
Garmin
GRMN
+$1.99M
5
NEM icon
Newmont
NEM
+$1.98M

Sector Composition

1 Healthcare 23.4%
2 Technology 16.08%
3 Industrials 11.36%
4 Financials 11.16%
5 Energy 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.27M 1.41%
7,760
-6,020
27
$1.16M 1.28%
+13,257
28
$1.08M 1.2%
2,710
-3,419
29
$1.06M 1.18%
7,802
-20,806
30
$1.05M 1.17%
43,304
+41,363
31
$954K 1.06%
15,451
-20
32
$924K 1.03%
41,993
-456
33
$885K 0.98%
37,492
-300
34
$745K 0.83%
14,360
-5,185
35
$586K 0.65%
45,053
+2,800
36
$579K 0.64%
1,951
-148
37
$543K 0.6%
1,204
-1,501
38
$510K 0.57%
5,044
-3,940
39
$498K 0.55%
1,099
-59
40
$376K 0.42%
18,427
+1,300
41
$330K 0.37%
5,054
-5,389
42
$258K 0.29%
3,380
-502
43
$230K 0.26%
1,416
44
$181K 0.2%
14,751
45
$127K 0.14%
10,500
46
– –
-10
47
– –
-175
48
– –
-150
49
– –
-10
50
– –
-100
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2
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