AHIA
Andrew Hill Investment Advisors Portfolio holdings
AUM
$131M
1-Year Est. Return
57.52%
This Fund
S&P 500
1 Year Est. Return
+57.52%
AUM
$129M
AUM Growth
+$4.2M
(+3.4%)
Holding
57
Top Buys
| 1 | +$5.17M | |
| 2 | +$3.6M | |
| 3 | +$3.44M | |
| 4 |
Newmont
NEM
|
+$2.33M |
| 5 |
GE Aerospace
GE
|
+$2.28M |
Top Sells
| 1 | +$5.05M | |
| 2 | +$4.18M | |
| 3 | +$3.78M | |
| 4 |
Oneok
OKE
|
+$3.67M |
| 5 |
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
Oneok
OKE
$54B
| – | – |
-44,969
|
|
||
52
Progressive
PGR
$120B
| – | – |
-14,165
|
|
||
53
Sprouts Farmers Market
SFM
$7.64B
| – | – |
-18,997
|
|
||
54
iShares 1-3 Year Treasury Bond ETF
SHY
$24.7B
| – | – |
-15,158
|
|
||
55
Uranium Energy
UEC
$6.54B
| – | – |
-10,000
|
|
||
56
CME Group
CME
$112B
| – | – |
-5,466
|
|