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
$96M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1 +$5.84M
2 +$4.99M
3 +$4.42M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$3.98M
5
PANW icon
Palo Alto Networks
PANW
+$3.89M

Top Sells

No sells this quarter

Sector Composition

1 Technology 28.32%
2 Industrials 12.28%
3 Healthcare 10.75%
4 Financials 8.05%
5 Utilities 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$5.84M 6.09%
+15,539
2
$4.99M 5.2%
+12,262
3
$4.42M 4.61%
+34,408
4
$3.98M 4.14%
+82,782
5
$3.89M 4.05%
+26,372
6
$3.69M 3.85%
+74,550
7
$3.58M 3.73%
+51,048
8
$3.43M 3.57%
+13,163
9
$3.42M 3.56%
+17,744
10
$3.41M 3.55%
+22,421
11
$3.39M 3.53%
+24,275
12
$3.33M 3.47%
+5,580
13
$3.31M 3.45%
+8,053
14
$3.19M 3.32%
+4,830
15
$3.16M 3.29%
+18,571
16
$2.85M 2.97%
+46,858
17
$2.56M 2.67%
+25,155
18
$2.53M 2.63%
+21,603
19
$2.41M 2.51%
+13,831
20
$2.4M 2.5%
+6,010
21
$2.33M 2.43%
+51,000
22
$2.26M 2.36%
+55,590
23
$2.11M 2.2%
+9,701
24
$2.09M 2.18%
+68,678
25
$2.08M 2.17%
+36,217