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