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
$129M
AUM Growth
+$4.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$6M
2 +$4.05M
3 +$3.95M
4
NEM icon
Newmont
NEM
+$2.82M
5
GE icon
GE Aerospace
GE
+$2.51M

Top Sells

1 +$5.05M
2 +$4.18M
3 +$3.8M
4
PGR icon
Progressive
PGR
+$3.78M
5
OKE icon
Oneok
OKE
+$3.67M

Sector Composition

1 Technology 30.5%
2 Industrials 11.33%
3 Communication Services 9.31%
4 Financials 8.31%
5 Consumer Discretionary 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MP icon
51
MP Materials
MP
$10.4B
-8,900
OKE icon
52
Oneok
OKE
$47.1B
-44,969
PGR icon
53
Progressive
PGR
$133B
-14,165
SFM icon
54
Sprouts Farmers Market
SFM
$8.29B
-18,997
SHY icon
55
iShares 1-3 Year Treasury Bond ETF
SHY
$23.7B
-15,158
UEC icon
56
Uranium Energy
UEC
$6.26B
-10,000