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
$135M
AUM Growth
+$1.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1 +$4.86M
2 +$3.11M
3 +$2.5M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.4M
5
UTHR icon
United Therapeutics
UTHR
+$2.13M

Top Sells

1 +$3.24M
2 +$2.76M
3 +$2.65M
4
GD icon
General Dynamics
GD
+$2.22M
5
LLY icon
Eli Lilly
LLY
+$2.18M

Sector Composition

1 Technology 28.69%
2 Healthcare 11.52%
3 Financials 10.93%
4 Industrials 10.1%
5 Utilities 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$7.81M 5.8%
31,177
-3,077
2
$6.67M 4.96%
32,359
-860
3
$6.07M 4.51%
27,127
-6,870
4
$5.9M 4.38%
24,593
-2,480
5
$5.83M 4.33%
10,180
+3,127
6
$5.79M 4.3%
13,740
-1,401
7
$5.76M 4.28%
17,509
-3,476
8
$5.65M 4.2%
51,116
+11,588
9
$5.48M 4.07%
6,147
+3,489
10
$5.34M 3.97%
24,354
-6
11
$5.27M 3.92%
39,268
-1,615
12
$4.86M 3.61%
+105,372
13
$4.81M 3.58%
13,634
+6,044
14
$4.4M 3.27%
143,814
+677
15
$4.06M 3.02%
8,777
-832
16
$3.91M 2.91%
7,491
-45
17
$3.41M 2.53%
3,719
+21
18
$3.28M 2.44%
18,635
+14,209
19
$2.9M 2.16%
92,232
+13,225
20
$2.83M 2.11%
46,981
+158
21
$2.83M 2.1%
114,971
-72,569
22
$2.64M 1.96%
6,554
-2,335
23
$2.6M 1.94%
25,938
-27,449
24
$2.58M 1.92%
20,342
+12,067
25
$2.54M 1.89%
4,269
+254