FHWM

Fox Hill Wealth Management Portfolio holdings

AUM $215M
1-Year Est. Return 41.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$2.67M
3
+$2.56M
4
NVDA icon
NVIDIA
NVDA
+$1.68M
5
KO icon
Coca-Cola
KO
+$836K

Top Sells

1
+$2.58M
2
+$2.53M
3
+$2.43M
4
CAVA icon
CAVA Group
CAVA
+$2.28M
5
GLD icon
SPDR Gold Trust
GLD
+$1.3M

Sector Composition

1 Technology 35.79%
2 Utilities 10.78%
3 Industrials 10.37%
4 Communication Services 8.77%
5 Consumer Discretionary 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$120K 0.06%
16,420
-1,227
102
$58.1K 0.03%
12,371
103
– –
-12,205
104
– –
-26,330
1 2 3 4
5