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
$90M
AUM Growth
-$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.96M
3
+$1.74M
4
HTZ icon
Hertz
HTZ
+$1.59M
5
DE icon
Deere & Co
DE
+$1.43M

Top Sells

1
+$4.26M
2
+$2.83M
3
+$2.81M
4
GRMN icon
Garmin
GRMN
+$1.99M
5
NEM icon
Newmont
NEM
+$1.98M

Sector Composition

1 Healthcare 23.4%
2 Technology 16.08%
3 Industrials 11.36%
4 Financials 11.16%
5 Energy 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.56M 6.18%
18,039
+1,459
2
$5.44M 6.04%
33,565
-2,796
3
$5.2M 5.77%
61,374
+4,877
4
$4.98M 5.53%
72,478
+8,439
5
$4.83M 5.36%
68,320
+118
6
$4.53M 5.03%
41,071
-1,525
7
$4.48M 4.98%
25,295
+5,215
8
$4.1M 4.55%
23,462
-467
9
$3.79M 4.21%
9,134
+3,446
10
$3.31M 3.67%
9,213
+774
11
$3.09M 3.43%
10,237
+3,107
12
$2.86M 3.17%
4,841
-117
13
$2.81M 3.12%
35,415
-24,972
14
$2.28M 2.53%
100,696
-28,395
15
$2.2M 2.44%
47,999
-497
16
$2.15M 2.39%
14,486
-5,397
17
$2.08M 2.31%
93,058
+92,369
18
$1.96M 2.17%
+4,491
19
$1.86M 2.06%
68,020
-51,250
20
$1.74M 1.93%
+8,731
21
$1.65M 1.83%
13,901
-16,766
22
$1.59M 1.76%
71,708
+71,700
23
$1.58M 1.75%
2,889
+710
24
$1.33M 1.47%
27,972
+9,427
25
$1.32M 1.46%
6,524
+6,514
1
2 3 4 5