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
$214M
AUM Growth
+$19.1M
(+9.8%)
Holding
136
Top Buys
| 1 | +$2.29M | |
| 2 | +$2.04M | |
| 3 | +$501K | |
| 4 |
Corning
GLW
|
+$438K |
| 5 |
Netflix
NFLX
|
+$398K |
Top Sells
| 1 | +$3.36M | |
| 2 | +$858K | |
| 3 | +$758K | |
| 4 |
Arista Networks
ANET
|
+$571K |
| 5 |
Abbott
ABT
|
+$482K |
Sector Composition
| 1 | Technology | 37.92% |
| 2 | Utilities | 11.22% |
| 3 | Industrials | 10.43% |
| 4 | Communication Services | 8.33% |
| 5 | Consumer Discretionary | 6.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.04T
| $21.8M | 10.19% |
42,030
-222
|
|
||
2
NVIDIA
NVDA
$4.39T
| $12.5M | 5.86% |
67,162
-1,530
|
|
||
3
Apple
AAPL
$3.79T
| $11M | 5.14% |
43,161
-500
|
|
||
4
Palantir
PLTR
$362B
| $7.43M | 3.48% |
40,716
-754
|
|
||
5
Eli Lilly
LLY
$869B
| $7.21M | 3.37% |
9,448
+191
|
|
||
|
6
Netflix
NFLX
$418B
| $7.01M | 3.28% |
58,490
+3,260
|
|
||
7
Meta Platforms (Facebook)
META
$1.66T
| $6.11M | 2.86% |
8,315
+469
|
|
||
8
SPDR Gold Trust
GLD
$179B
| $5.96M | 2.79% |
16,764
-99
|
|
||
9
Amazon
AMZN
$2.34T
| $5.71M | 2.67% |
25,984
-178
|
|
||
|
10
Arista Networks
ANET
$172B
| $4.48M | 2.1% |
30,747
-4,432
|
|
||
11
NuScale Power
SMR
$3.48B
| $4.35M | 2.04% |
120,826
-970
|
|
||
12
Oracle
ORCL
$441B
| $4.22M | 1.98% |
15,013
-100
|
|
||
13
Amphenol
APH
$167B
| $4.09M | 1.91% |
33,056
-1,651
|
|
||
14
Berkshire Hathaway Class B
BRK.B
$1.08T
| $3.99M | 1.87% |
7,934
+331
|
|
||
15
TJX Companies
TJX
$178B
| $3.69M | 1.73% |
25,542
+320
|
|
||
16
Uber
UBER
$155B
| $3.57M | 1.67% |
36,394
+2,524
|
|
||
17
Duke Energy
DUK
$102B
| $3.51M | 1.64% |
28,386
+229
|
|
||
18
Costco
COST
$436B
| $3.19M | 1.49% |
3,444
+16
|
|
||
19
Robinhood
HOOD
$71.7B
| $3.01M | 1.41% |
+21,030
|
|
||
20
Vistra
VST
$56B
| $3.01M | 1.41% |
15,348
-227
|
|
||
21
Norfolk Southern
NSC
$69.9B
| $2.94M | 1.38% |
9,794
-48
|
|
||
22
Eaton
ETN
$136B
| $2.92M | 1.37% |
7,799
+749
|
|
||
23
T-Mobile US
TMUS
$243B
| $2.79M | 1.31% |
11,670
+746
|
|
||
24
iShares Silver Trust
SLV
$41.9B
| $2.73M | 1.28% |
64,453
+5,617
|
|
||
25
Progressive
PGR
$124B
| $2.64M | 1.23% |
10,677
+1,356
|
|