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
$73.7M
AUM Growth
+$4.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$4.38M
3
+$3.39M
4
BAC icon
Bank of America
BAC
+$2.14M
5
CVS icon
CVS Health
CVS
+$2.12M

Top Sells

1
+$3.67M
2
+$2.88M
3
+$2.41M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.16M
5
ENPH icon
Enphase Energy
ENPH
+$1.81M

Sector Composition

1 Healthcare 24.72%
2 Technology 14.43%
3 Industrials 14.21%
4 Financials 9.06%
5 Energy 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$685K 0.93%
41,732
27
$674K 0.91%
3,596
-2,667
28
$649K 0.88%
6,074
+1,698
29
$570K 0.77%
+5,570
30
$522K 0.71%
47,453
+2,100
31
$499K 0.68%
16,677
+761
32
$438K 0.59%
1,224
-4
33
$410K 0.56%
21,927
34
$387K 0.53%
+2,175
35
$332K 0.45%
+1,134
36
$299K 0.41%
+3,425
37
$288K 0.39%
+9,412
38
$261K 0.35%
9,172
-5,188
39
$215K 0.29%
603
40
$157K 0.21%
15,751
41
$102K 0.14%
10,500
42
– –
-3,177
43
– –
-18,971
44
– –
-19,820
45
– –
-3,465
46
– –
-124,545
47
– –
-20,185
48
– –
-3,435
49
– –
-20,655
50
– –
-21,367
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