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
$107M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$5.27M
3
+$4.92M
4
JPM icon
JPMorgan Chase
JPM
+$4.53M
5
RY icon
Royal Bank of Canada
RY
+$4.52M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.75%
2 Healthcare 16.84%
3 Financials 12.48%
4 Consumer Discretionary 8.95%
5 Industrials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$45K 0.04%
+215
102
$43K 0.04%
+1,250
103
$41K 0.04%
+3,000
104
$40K 0.04%
+260
105
$39K 0.04%
+70
106
$39K 0.04%
+250
107
$37K 0.03%
+175
108
$35K 0.03%
+402
109
$35K 0.03%
+461
110
$33K 0.03%
+2,500
111
$32K 0.03%
+645
112
$31K 0.03%
+226
113
$31K 0.03%
+1,166
114
$30K 0.03%
+51
115
$29K 0.03%
+500
116
$26K 0.02%
+586
117
$26K 0.02%
+1,000
118
$25K 0.02%
+2,626
119
$25K 0.02%
+1,500
120
$25K 0.02%
+43
121
$24K 0.02%
+140
122
$23K 0.02%
+300
123
$23K 0.02%
+160
124
$22K 0.02%
+168
125
$22K 0.02%
+132
3 4
5
6 7