AHIA

Andrew Hill Investment Advisors Portfolio holdings

AUM $131M
1-Year Est. Return 57.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+57.52%
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 +$4.36M
2 +$3.88M
3 +$3.53M
4
BAC icon
Bank of America
BAC
+$2.37M
5
CVS icon
CVS Health
CVS
+$2.2M

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
+$1.76M

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
51
-90,038
52
-13,567
53
-45,300
54
-8,814
55
-12,647
56
-15,460