HCP

Hardin Capital Partners Portfolio holdings

AUM $216M
1-Year Est. Return 11.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$186M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$824K
2
+$207K
3
+$205K
4
HAL icon
Halliburton
HAL
+$203K
5
AVUS icon
Avantis US Equity ETF
AVUS
+$202K

Top Sells

1
+$409K
2
+$302K
3
+$255K
4
WULF icon
TeraWulf
WULF
+$140K
5
SHEL icon
Shell
SHEL
+$118K

Sector Composition

1 Consumer Discretionary 47.49%
2 Financials 9.46%
3 Energy 4.76%
4 Utilities 1.79%
5 Consumer Staples 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$234K 0.13%
685
+61
102
$226K 0.12%
+9,168
103
$225K 0.12%
865
-100
104
$220K 0.12%
5,850
105
$220K 0.12%
3,333
106
$217K 0.12%
1,521
+2
107
$215K 0.12%
4,610
-82
108
$214K 0.11%
+1,571
109
$214K 0.11%
+3,174
110
$211K 0.11%
695
111
$211K 0.11%
2,222
-49
112
$210K 0.11%
890
+15
113
$210K 0.11%
4,352
114
$208K 0.11%
4,866
115
$206K 0.11%
+6,300
116
$204K 0.11%
+1,093
117
$187K 0.1%
+14,600
118
$173K 0.09%
+10,110
119
$119K 0.06%
10,388
-18,292
120
$34.3K 0.02%
15,500
+500
121
$15.3K 0.01%
+10,000
1 2 3 4
5