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
$69.6M
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.86M
3
+$1.74M
4
JPM icon
JPMorgan Chase
JPM
+$1.53M
5
CARR icon
Carrier Global
CARR
+$1.49M

Top Sells

1
+$1.96M
2
+$1.59M
3
+$1.58M
4
TSLA icon
Tesla
TSLA
+$1.49M
5
AAPL icon
Apple
AAPL
+$1.46M

Sector Composition

1 Healthcare 22.09%
2 Technology 16.41%
3 Financials 12.8%
4 Industrials 10.98%
5 Energy 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$725K 1.04%
+8,814
27
$688K 0.99%
12,647
+7,593
28
$686K 0.99%
45,300
-22,720
29
$602K 0.86%
15,916
-12,056
30
$580K 0.83%
2,586
-6,627
31
$556K 0.8%
+1,937
32
$516K 0.74%
45,353
+300
33
$471K 0.68%
14,360
34
$465K 0.67%
1,228
+129
35
$456K 0.65%
4,376
-10,110
36
$454K 0.65%
21,927
+3,500
37
$388K 0.56%
18,971
-24,333
38
$340K 0.49%
3,465
-10,436
39
$227K 0.33%
603
-601
40
$227K 0.33%
+3,177
41
$207K 0.3%
3,435
+55
42
$174K 0.25%
15,751
+1,000
43
$115K 0.17%
10,500
44
– –
-2,889
45
– –
-71,708
46
– –
-1,951
47
– –
-1,416
48
– –
-7,760
49
– –
-4,491
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