HIP
Harrell Investment Partners Portfolio holdings
AUM
$424M
1-Year Est. Return
26.39%
This Fund
S&P 500
1 Year Est. Return
+26.39%
AUM
$423M
AUM Growth
+$28.8M
(+7.3%)
Holding
128
Top Buys
| 1 | +$2.53M | |
| 2 | +$2.05M | |
| 3 | +$1.26M | |
| 4 |
NVIDIA
NVDA
|
+$979K |
| 5 |
Medtronic
MDT
|
+$468K |
Top Sells
| 1 | +$3.3M | |
| 2 | +$1.76M | |
| 3 | +$955K | |
| 4 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$880K |
| 5 |
JPMorgan Chase
JPM
|
+$783K |
Sector Composition
| 1 | Technology | 37.98% |
| 2 | Financials | 9.58% |
| 3 | Consumer Discretionary | 8.64% |
| 4 | Communication Services | 8.38% |
| 5 | Industrials | 8.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
iShares Expanded Tech-Software Sector ETF
IGV
$9.32B
| – | – |
-16,111
|
|
||
127
Schwab US Broad Market ETF
SCHB
$37.8B
| – | – |
-28,936
|
|
||
128
AT&T
T
$200B
| – | – |
-20,833
|
|