HHRDM

H&H Retirement Design & Management Portfolio holdings

AUM $182M
1-Year Est. Return 9.29%
This Quarter Est. Return
1 Year Est. Return
+9.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
-$5.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Sells

1 +$1.2M
2 +$1.06M
3 +$409K
4
BKNG icon
Booking.com
BKNG
+$354K
5
AMZN icon
Amazon
AMZN
+$309K

Sector Composition

1 Technology 3.66%
2 Consumer Discretionary 2.12%
3 Communication Services 1.9%
4 Financials 1.57%
5 Healthcare 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$16.3K 0.01%
18,668
77
-8,697
78
-364
79
-710