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
51
$166K 0.16%
+1,416
52
$165K 0.15%
+3,250
53
$155K 0.14%
+10,500
54
$155K 0.14%
+1,200
55
$147K 0.14%
+2,155
56
$136K 0.13%
+277
57
$135K 0.13%
+505
58
$128K 0.12%
+8,226
59
$127K 0.12%
+7,469
60
$118K 0.11%
+3,141
61
$108K 0.1%
+1,925
62
$106K 0.1%
+1,794
63
$104K 0.1%
+600
64
$98K 0.09%
+400
65
$94K 0.09%
+1,612
66
$92K 0.09%
+600
67
$91K 0.09%
+454
68
$88K 0.08%
+2,600
69
$88K 0.08%
+1,511
70
$82K 0.08%
+792
71
$79K 0.07%
+3,500
72
$75K 0.07%
+660
73
$74K 0.07%
+8,500
74
$73K 0.07%
+7,210
75
$69K 0.06%
+4,304
1 2
3
4 5