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
$337M
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$2.65M
2 +$2.27M
3 +$862K
4
PM icon
Philip Morris
PM
+$844K
5
AEP icon
American Electric Power
AEP
+$784K

Top Sells

1 +$3.89M
2 +$1.4M
3 +$1.28M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.02M
5
FANG icon
Diamondback Energy
FANG
+$952K

Sector Composition

1 Technology 29.08%
2 Financials 11.08%
3 Healthcare 8.43%
4 Consumer Discretionary 7.48%
5 Industrials 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
RSP icon
101
Invesco S&P 500 Equal Weight ETF
RSP
$74.7B
-1,897