HHRDM
H&H Retirement Design & Management Portfolio holdings
AUM
$182M
This Quarter Return
+4.84%
1 Year Return
+9.29%
3 Year Return
+23.74%
5 Year Return
–
10 Year Return
–
AUM
$163M
AUM Growth
+$163M
(-1.9%)
Cap. Flow
-$6.93M
Cap. Flow
% of AUM
-4.25%
Top 10 Holdings %
Top 10 Hldgs %
53.82%
Holding
47
New
2
Increased
14
Reduced
27
Closed
1
Top Buys
| 1 |
WEC Energy
WEC
|
$259K |
| 2 |
Comcast
CMCSA
|
$207K |
| 3 |
ProShares Ultra Russell2000
UWM
|
$112K |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
$34.9K |
| 5 |
Apple
AAPL
|
$29.5K |
Top Sells
Sector Composition
| 1 | Real Estate | 8.11% |
| 2 | Technology | 0.48% |
| 3 | Communication Services | 0.37% |
| 4 | Utilities | 0.28% |
| 5 | Consumer Staples | 0.15% |
