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HA

H2O AM Portfolio holdings

AUM $41M
1-Year Est. Return 29.67%
This Fund
S&P 500
This Quarter Est. Return
+21.82%
1 Year Est. Return
+29.67%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$41M
AUM Growth
-$20.1M
Cap. Flow
-$29.2M
Cap. Flow %
-71.21%
Top 10 Hldgs %
50.56%
Holding
119
New
17
Increased
6
Reduced
30
Closed
8

Top Buys

1
BABA icon
Alibaba
BABA
+$833K
2
AMWL icon
American Well
AMWL
+$651K
3
TSLA icon
Tesla
TSLA
+$589K
4
TDOC icon
Teladoc Health
TDOC
+$572K
5
CTSH icon
Cognizant
CTSH
+$511K

Top Sells

1
GFLU
GFL Environmental Inc. Tangible Equity Units
GFLU
+$5.34M
2
NEE.PRQ
NextEra Energy, Inc. 6.219% Corporate Units
NEE.PRQ
+$4.72M
3
RVLV icon
Revolve Group
RVLV
+$2.61M
4
TMUS icon
T-Mobile US
TMUS
+$1.92M
5
TWTR
Twitter, Inc.
TWTR
+$1.74M

Sector Composition

1 Consumer Discretionary 30.13%
2 Industrials 16.57%
3 Technology 10.62%
4 Healthcare 9.33%
5 Communication Services 6.97%

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