HHRDM
H&H Retirement Design & Management Portfolio holdings
AUM
$182M
This Quarter Return
+3.53%
1 Year Return
+9.29%
3 Year Return
+23.74%
5 Year Return
–
10 Year Return
–
AUM
$151M
AUM Growth
+$151M
(-4.6%)
Cap. Flow
-$5.7M
Cap. Flow
% of AUM
-3.77%
Top 10 Holdings %
Top 10 Hldgs %
52.13%
Holding
88
New
27
Increased
5
Reduced
43
Closed
4
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$1.32M |
| 2 |
Amazon
AMZN
|
$1.24M |
| 3 |
Microsoft
MSFT
|
$1.16M |
| 4 |
Meta Platforms (Facebook)
META
|
$1.1M |
| 5 |
IQVIA
IQV
|
$1.06M |
Top Sells
Sector Composition
| 1 | Technology | 3.29% |
| 2 | Healthcare | 2.27% |
| 3 | Consumer Discretionary | 2.01% |
| 4 | Communication Services | 1.99% |
| 5 | Financials | 1.66% |
