HIP
Harrell Investment Partners Portfolio holdings
AUM
$395M
This Quarter Return
-17.31%
1 Year Return
+23.33%
3 Year Return
+94.02%
5 Year Return
+145.78%
10 Year Return
–
AUM
$184M
AUM Growth
+$184M
(-16%)
Cap. Flow
+$939K
Cap. Flow
% of AUM
0.51%
Top 10 Holdings %
Top 10 Hldgs %
35.84%
Holding
91
New
12
Increased
45
Reduced
18
Closed
10
Top Buys
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$3.23M |
| 2 |
Eaton
ETN
|
$2.74M |
| 3 |
Medtronic
MDT
|
$2.66M |
| 4 |
Industrial Select Sector SPDR Fund
XLI
|
$1.81M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
$1.79M |
Top Sells
Sector Composition
| 1 | Technology | 13% |
| 2 | Financials | 9.4% |
| 3 | Healthcare | 8.26% |
| 4 | Consumer Discretionary | 5.01% |
| 5 | Communication Services | 4.33% |
