HIP

Harrell Investment Partners Portfolio holdings

AUM $395M
1-Year Est. Return 23.33%
This Quarter Est. Return
1 Year Est. Return
+23.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$311M
AUM Growth
+$2.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$5.23M
2 +$2.31M
3 +$2.22M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.86M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.23M

Sector Composition

1 Technology 16.68%
2 Financials 10.92%
3 Healthcare 5.98%
4 Consumer Discretionary 5.74%
5 Communication Services 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$62K 0.02%
25,000