HLOC
H.L. Ormond & Company Portfolio holdings
AUM
$62.4M
This Quarter Return
+10.84%
1 Year Return
-11.15%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$85.3M
AUM Growth
–
Cap. Flow
+$85.3M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
24.78%
Holding
105
New
105
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$3.75M |
| 2 |
Microsoft
MSFT
|
$3.02M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$2.53M |
| 4 |
Diageo
DEO
|
$1.98M |
| 5 |
PepsiCo
PEP
|
$1.94M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 20.24% |
| 2 | Financials | 17.17% |
| 3 | Consumer Discretionary | 11.33% |
| 4 | Industrials | 10.29% |
| 5 | Communication Services | 7.25% |
