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
$69.6M
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.86M
3
+$1.74M
4
JPM icon
JPMorgan Chase
JPM
+$1.53M
5
CARR icon
Carrier Global
CARR
+$1.49M

Top Sells

1
+$1.96M
2
+$1.59M
3
+$1.58M
4
TSLA icon
Tesla
TSLA
+$1.49M
5
AAPL icon
Apple
AAPL
+$1.46M

Sector Composition

1 Healthcare 22.09%
2 Technology 16.41%
3 Financials 12.8%
4 Industrials 10.98%
5 Energy 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.8M 6.89%
18,684
+645
2
$4.59M 6.6%
59,318
-2,056
3
$4.43M 6.36%
28,917
-4,648
4
$4.04M 5.8%
61,186
-11,292
5
$3.96M 5.69%
40,954
-117
6
$3.67M 5.26%
20,655
-4,640
7
$3.21M 4.61%
57,840
-10,480
8
$3.2M 4.59%
89,705
+41,706
9
$3.13M 4.5%
16,044
+9,520
10
$2.88M 4.13%
124,545
+23,849
11
$2.41M 3.46%
21,367
+13,565
12
$2.27M 3.27%
4,188
-653
13
$2.21M 3.17%
23,834
+18,790
14
$2.16M 3.1%
+19,820
15
$1.9M 2.72%
8,704
-27
16
$1.87M 2.68%
6,232
-2,902
17
$1.74M 2.5%
12,761
-10,701
18
$1.63M 2.34%
4,227
+1,517
19
$1.55M 2.23%
90,038
-3,020
20
$1.55M 2.22%
20,185
+6,928
21
$1.26M 1.81%
6,263
-3,974
22
$870K 1.25%
15,460
+9
23
$830K 1.19%
37,492
24
$809K 1.16%
13,567
-21,848
25
$799K 1.15%
41,732
-261
1
2