FHWM
Fox Hill Wealth Management Portfolio holdings
AUM
$215M
1-Year Est. Return
41.49%
This Fund
S&P 500
1 Year Est. Return
+41.49%
AUM
$215M
AUM Growth
+$1.5M
(+0.7%)
Holding
131
Top Buys
| 1 | +$4.21M | |
| 2 | +$3.52M | |
| 3 | +$3.11M | |
| 4 |
Palo Alto Networks
PANW
|
+$2.86M |
| 5 |
Core & Main
CNM
|
+$2.76M |
Top Sells
| 1 | +$3.57M | |
| 2 | +$3.53M | |
| 3 | +$2.79M | |
| 4 |
Progressive
PGR
|
+$2.64M |
| 5 |
Eaton
ETN
|
+$2.52M |
Sector Composition
| 1 | Technology | 36.13% |
| 2 | Utilities | 10.96% |
| 3 | Industrials | 10.87% |
| 4 | Healthcare | 7.74% |
| 5 | Communication Services | 6.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.04T
| $20.4M | 9.47% |
42,129
+99
|
|
||
2
NVIDIA
NVDA
$4.37T
| $12.7M | 5.88% |
67,877
+715
|
|
||
3
Apple
AAPL
$3.81T
| $11.5M | 5.32% |
42,128
-1,033
|
|
||
4
Eli Lilly
LLY
$867B
| $10.1M | 4.7% |
9,404
-44
|
|
||
5
SPDR Gold Trust
GLD
$179B
| $7.2M | 3.35% |
18,164
+1,400
|
|
||
6
Amazon
AMZN
$2.34T
| $6.34M | 2.95% |
27,475
+1,491
|
|
||
7
Meta Platforms (Facebook)
META
$1.66T
| $6.21M | 2.89% |
9,406
+1,091
|
|
||
8
Palantir
PLTR
$362B
| $5.66M | 2.63% |
31,858
-8,858
|
|
||
|
9
Palo Alto Networks
PANW
$133B
| $4.84M | 2.25% |
26,265
+14,176
|
|
||
10
Amphenol
APH
$167B
| $4.56M | 2.12% |
33,745
+689
|
|
||
11
Goldman Sachs
GS
$250B
| $4.54M | 2.11% |
+5,160
|
|
||
12
iShares Silver Trust
SLV
$42.4B
| $4.41M | 2.05% |
68,413
+3,960
|
|
||
13
Arista Networks
ANET
$170B
| $4.39M | 2.04% |
33,494
+2,747
|
|
||
14
Alphabet (Google) Class C
GOOG
$3.63T
| $4.3M | 2% |
13,695
+12,289
|
|
||
15
Berkshire Hathaway Class B
BRK.B
$1.08T
| $4.23M | 1.97% |
8,414
+480
|
|
||
16
TJX Companies
TJX
$178B
| $4.18M | 1.94% |
27,238
+1,696
|
|
||
17
Teva Pharmaceuticals
TEVA
$36.5B
| $3.72M | 1.73% |
119,198
+2,851
|
|
||
18
Duke Energy
DUK
$102B
| $3.41M | 1.59% |
29,102
+716
|
|
||
19
Howmet Aerospace
HWM
$101B
| $3.2M | 1.49% |
+15,606
|
|
||
20
Norfolk Southern
NSC
$70.1B
| $2.83M | 1.31% |
9,791
-3
|
|
||
|
21
Core & Main
CNM
$9.75B
| $2.8M | 1.3% |
+53,848
|
|
||
22
Vistra
VST
$56.1B
| $2.55M | 1.18% |
15,790
+442
|
|
||
23
State Street Utilities Select Sector SPDR ETF
XLU
$23.8B
| $2.46M | 1.14% |
57,526
+5,204
|
|
||
24
Robinhood
HOOD
$71.5B
| $2.45M | 1.14% |
21,656
+626
|
|
||
25
Netflix
NFLX
$418B
| $2.41M | 1.12% |
25,718
-32,772
|
|