AIC

Anthracite Investment Company Portfolio holdings

AUM $192M
1-Year Est. Return 51.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+51.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$4.31M
3
+$2.61M
4
PM icon
Philip Morris
PM
+$2.19M
5
LW icon
Lamb Weston
LW
+$2.13M

Top Sells

1
+$2.28M
2
+$2.25M
3
+$2.2M
4
AON icon
Aon
AON
+$2.14M
5
CASH icon
Pathward Financial
CASH
+$2.1M

Sector Composition

1 Energy 22.13%
2 Consumer Discretionary 17.69%
3 Materials 14.52%
4 Industrials 8.01%
5 Financials 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
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