HTA
Haber Trilix Advisors Portfolio holdings
AUM
$805M
This Quarter Return
-2.8%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$805M
AUM Growth
–
Cap. Flow
+$805M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
45.81%
Holding
348
New
348
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Royal Bank of Canada
RY
|
+$54.2M |
| 2 |
Suncor Energy
SU
|
+$52.2M |
| 3 |
Toronto Dominion Bank
TD
|
+$46.5M |
| 4 |
Scotiabank
BNS
|
+$39.2M |
| 5 |
Sun Life Financial
SLF
|
+$36.7M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 33.93% |
| 2 | Energy | 20.1% |
| 3 | Materials | 11.46% |
| 4 | Communication Services | 7.83% |
| 5 | Industrials | 7.76% |
