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
1
$5.58M 5.21%
+16,580
2
$5.27M 4.93%
+56,497
3
$4.92M 4.6%
+36,361
4
$4.53M 4.23%
+28,608
5
$4.52M 4.23%
+42,596
6
$4.26M 3.99%
+111,689
7
$4.25M 3.97%
+23,929
8
$4.18M 3.9%
+30,667
9
$4.09M 3.83%
+64,039
10
$4.01M 3.75%
+68,202
11
$3.75M 3.5%
+60,387
12
$3.51M 3.28%
+119,270
13
$3.44M 3.21%
+20,080
14
$3.31M 3.09%
+4,958
15
$2.97M 2.78%
+8,439
16
$2.81M 2.63%
+7,346
17
$2.63M 2.46%
+48,496
18
$2.56M 2.39%
+7,130
19
$2.53M 2.36%
+6,129
20
$2.3M 2.15%
+13,780
21
$2.27M 2.12%
+19,883
22
$2.21M 2.06%
+129,091
23
$1.95M 1.82%
+5,688
24
$1.53M 1.43%
+9,866
25
$1.43M 1.34%
+2,179
1
2 3 4 5