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
$73.7M
AUM Growth
+$4.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$4.38M
3
+$3.39M
4
BAC icon
Bank of America
BAC
+$2.14M
5
CVS icon
CVS Health
CVS
+$2.12M

Top Sells

1
+$3.67M
2
+$2.88M
3
+$2.41M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.16M
5
ENPH icon
Enphase Energy
ENPH
+$1.81M

Sector Composition

1 Healthcare 24.72%
2 Technology 14.43%
3 Industrials 14.21%
4 Financials 9.06%
5 Energy 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.68M 6.35%
+85,764
2
$4.47M 6.07%
57,053
-2,265
3
$4.39M 5.96%
46,050
+22,216
4
$4.38M 5.95%
+15,138
5
$3.71M 5.03%
41,164
+210
6
$3.61M 4.9%
15,498
-3,186
7
$3.39M 4.59%
+6,705
8
$3.38M 4.58%
10,109
+3,877
9
$3.31M 4.5%
23,989
+11,228
10
$3.18M 4.32%
51,699
-9,487
11
$3.12M 4.23%
7,778
+3,551
12
$2.93M 3.97%
21,806
-7,111
13
$2.85M 3.86%
80,101
-9,604
14
$2.64M 3.59%
9,531
-6,513
15
$2.62M 3.55%
51,065
-6,775
16
$2.46M 3.33%
4,844
+656
17
$2.14M 2.9%
+70,768
18
$1.98M 2.69%
8,961
+257
19
$1.58M 2.14%
+12,569
20
$1.5M 2.03%
+47,300
21
$1.18M 1.61%
4,465
+1,879
22
$1.06M 1.44%
+5,686
23
$1.02M 1.39%
3,798
+1,861
24
$846K 1.15%
+28,150
25
$773K 1.05%
37,692
+200
1
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