HHRDM
H&H Retirement Design & Management Portfolio holdings
AUM
$182M
This Quarter Return
-1.04%
1 Year Return
+9.29%
3 Year Return
+23.74%
5 Year Return
–
10 Year Return
–
AUM
$163M
AUM Growth
+$163M
(-0.37%)
Cap. Flow
+$1.69M
Cap. Flow
% of AUM
1.04%
Top 10 Holdings %
Top 10 Hldgs %
54.39%
Holding
47
New
1
Increased
26
Reduced
8
Closed
6
Top Buys
Top Sells
| 1 |
WEC Energy
WEC
|
$259K |
| 2 |
Costco
COST
|
$245K |
| 3 |
Comcast
CMCSA
|
$207K |
| 4 |
Walt Disney
DIS
|
$203K |
| 5 |
Southwest Gas
SWX
|
$203K |
Sector Composition
| 1 | Real Estate | 8.05% |
| 2 | Technology | 0.45% |
| 3 | Consumer Discretionary | 0.14% |
| 4 | Communication Services | 0% |
| 5 | Consumer Staples | 0% |
