AHIA

Andrew Hill Investment Advisors Portfolio holdings

AUM $112M
1-Year Est. Return 54.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+54.3%
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
+$5.17M
2
+$3.6M
3
+$3.44M
4
NEM icon
Newmont
NEM
+$2.33M
5
GE icon
GE Aerospace
GE
+$2.28M

Top Sells

1
+$5.05M
2
+$4.18M
3
+$3.78M
4
OKE icon
Oneok
OKE
+$3.67M
5
EQT icon
EQT Corp
EQT
+$3.22M

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
51
– –
-44,969
52
– –
-14,165
53
– –
-18,997
54
– –
-15,158
55
– –
-10,000
56
– –
-17,958
1 2
3