HIP
Harrell Investment Partners Portfolio holdings
AUM
$395M
1-Year Est. Return
23.33%
1 Year Est. Return
+23.33%
AUM
$337M
AUM Growth
-$20.7M
(-5.8%)
Holding
101
Top Buys
| 1 | +$2.65M | |
| 2 | +$2.27M | |
| 3 | +$862K | |
| 4 |
Philip Morris
PM
|
+$844K |
| 5 |
American Electric Power
AEP
|
+$784K |
Top Sells
| 1 | +$3.89M | |
| 2 | +$1.4M | |
| 3 | +$1.28M | |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
+$1.02M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
Invesco S&P 500 Equal Weight ETF
RSP
$74.7B
| – | – |
-1,897
|
|