HCP
Hardin Capital Partners Portfolio holdings
AUM
$170M
This Quarter Return
+14.88%
1 Year Return
+8.21%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$177M
AUM Growth
+$177M
(+15%)
Cap. Flow
+$1.45M
Cap. Flow
% of AUM
0.82%
Top 10 Holdings %
Top 10 Hldgs %
66.17%
Holding
121
New
7
Increased
47
Reduced
42
Closed
5
Top Buys
| 1 |
EXE
Expand Energy Corporation Common Stock
EXE
|
$425K |
| 2 |
Dimensional International Value ETF
DFIV
|
$334K |
| 3 |
Occidental Petroleum
OXY
|
$296K |
| 4 |
Meta Platforms (Facebook)
META
|
$221K |
| 5 |
Southern Company
SO
|
$218K |
Top Sells
| 1 |
SWN
Southwestern Energy Company
SWN
|
$395K |
| 2 |
Lowe's Companies
LOW
|
$385K |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$240K |
| 4 |
FedEx
FDX
|
$225K |
| 5 |
Surmodics
SRDX
|
$206K |
Sector Composition
| 1 | Consumer Discretionary | 52.88% |
| 2 | Financials | 8.45% |
| 3 | Energy | 5.11% |
| 4 | Technology | 2.01% |
| 5 | Healthcare | 2% |
