HFF

Halter Ferguson Financial Portfolio holdings

AUM $412M
1-Year Est. Return 62.36%
This Quarter Est. Return
1 Year Est. Return
+62.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$67.2M
2 +$12.8M
3 +$9.33M
4
AEHR icon
Aehr Test Systems
AEHR
+$8.53M
5
LLY icon
Eli Lilly
LLY
+$7.03M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 48.95%
2 Technology 20.91%
3 Financials 6.28%
4 Industrials 4.56%
5 Healthcare 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$301K 0.19%
+1,771
27
$241K 0.15%
+2,362
28
$227K 0.15%
+1,339
29
$218K 0.14%
+620