HIP
Harrell Investment Partners Portfolio holdings
AUM
$424M
1-Year Est. Return
26.39%
1 Year Est. Return
+26.39%
AUM
$424M
AUM Growth
+$657K
(+0.16%)
Holding
130
Top Buys
| 1 | +$3.49M | |
| 2 | +$2.58M | |
| 3 | +$995K | |
| 4 |
Analog Devices
ADI
|
+$545K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$422K |
Top Sells
| 1 | +$2.67M | |
| 2 | +$1.98M | |
| 3 | +$1.19M | |
| 4 |
iShares Expanded Tech Sector ETF
IGM
|
+$635K |
| 5 |
Cummins
CMI
|
+$553K |
Sector Composition
| 1 | Technology | 37.31% |
| 2 | Financials | 10.56% |
| 3 | Communication Services | 8.71% |
| 4 | Consumer Discretionary | 8.29% |
| 5 | Industrials | 7.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
State Street
STT
$35.4B
| $201K | 0.05% |
+1,557
|
|
||
127
Open Lending Corp
LPRO
$240M
| $34.7K | 0.01% |
22,404
|
|
||
128
e.l.f. Beauty
ELF
$5.22B
| – | – |
-2,178
|
|
||
129
Humana
HUM
$32.6B
| – | – |
-918
|
|
||
130
Sonic Automotive
SAH
$2.11B
| – | – |
-3,000
|
|