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
$121M
AUM Growth
+$7.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$5.96M
2
+$3.34M
3
+$3.29M
4
GEV icon
GE Vernova
GEV
+$2.66M
5
MSI icon
Motorola Solutions
MSI
+$1.84M

Top Sells

1
+$3.04M
2
+$2.5M
3
+$2.48M
4
XIFR
XPLR Infrastructure LP
XIFR
+$2.48M
5
ALGN icon
Align Technology
ALGN
+$2.18M

Sector Composition

1 Technology 30.56%
2 Industrials 12.51%
3 Healthcare 11.75%
4 Utilities 9.96%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.04M 6.66%
17,986
+1,292
2
$7.03M 5.83%
56,925
-10,965
3
$7.01M 5.81%
33,270
+28,288
4
$5.41M 4.49%
26,764
+2,505
5
$5.12M 4.25%
31,452
-4,601
6
$4.8M 3.98%
24,861
+2,096
7
$4.63M 3.84%
65,442
+14,386
8
$4.44M 3.68%
4,907
+960
9
$4.33M 3.58%
53,057
+1,393
10
$4.2M 3.48%
8,954
+32
11
$4.05M 3.35%
20,211
-4,689
12
$3.85M 3.19%
4,532
+13
13
$3.67M 3.04%
26,610
-2,411
14
$3.57M 2.95%
135,751
+43,334
15
$3.34M 2.77%
+33,340
16
$3.34M 2.77%
7,509
+909
17
$3.29M 2.73%
+11,344
18
$3.24M 2.68%
51,679
+129
19
$3.14M 2.6%
49,701
-12,024
20
$3.11M 2.58%
84,147
-15,717
21
$3.01M 2.5%
34,388
+2,748
22
$3M 2.48%
7,763
+4,772
23
$2.89M 2.39%
6,578
-21
24
$2.66M 2.2%
+15,491
25
$2.58M 2.13%
110,107
-6,111
1
2 3