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
$245M
AUM Growth
-$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$2.91M
2 +$2.14M
3 +$1.4M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.08M
5
AVGO icon
Broadcom
AVGO
+$725K

Sector Composition

1 Technology 20.16%
2 Financials 12.17%
3 Healthcare 8.74%
4 Energy 7.38%
5 Consumer Discretionary 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,400
102
-4,594