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
$295M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$1.18M
2 +$937K
3 +$879K
4
HAL icon
Halliburton
HAL
+$766K
5
EPD icon
Enterprise Products Partners
EPD
+$695K

Top Sells

1 +$7.17M
2 +$6.62M
3 +$1.42M
4
AVGO icon
Broadcom
AVGO
+$1.09M
5
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$851K

Sector Composition

1 Technology 26.84%
2 Financials 9.71%
3 Healthcare 8.84%
4 Energy 7.67%
5 Consumer Discretionary 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-37,467
102
-16,363
103
-18,035