HIP

Harrell Investment Partners Portfolio holdings

AUM $424M
1-Year Est. Return 26.39%
This Quarter Est. Return
1 Year Est. Return
+26.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$395M
AUM Growth
+$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$5.78M
3
+$5.43M
4
TSLA icon
Tesla
TSLA
+$3.99M
5
ORCL icon
Oracle
ORCL
+$3.79M

Top Sells

1
+$7.87M
2
+$6.81M
3
+$5.47M
4
MRK icon
Merck
MRK
+$4.41M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$4.35M

Sector Composition

1 Technology 36.29%
2 Financials 10.41%
3 Consumer Discretionary 8.71%
4 Industrials 8.4%
5 Communication Services 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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139
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140
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2 3 4 5
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