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
$103M
AUM Growth
-$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$6.22M
2
+$6.04M
3
+$5.54M
4
SDS icon
ProShares UltraShort S&P500
SDS
+$3.7M
5
DUK icon
Duke Energy
DUK
+$3.56M

Top Sells

1
+$5.65M
2
+$4.81M
3
+$4.4M
4
GEV icon
GE Vernova
GEV
+$4.14M
5
GS icon
Goldman Sachs
GS
+$3.85M

Sector Composition

1 Technology 19.27%
2 Financials 15.31%
3 Healthcare 14.71%
4 Utilities 7.11%
5 Energy 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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52
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53
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54
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-143,814
55
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-18,635
56
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-28,142
57
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-51,116
58
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-12,000
59
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-4,269
60
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-46,981
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