HPFG
Hart & Patterson Financial Group Portfolio holdings
AUM
$206M
This Quarter Return
+7.94%
1 Year Return
+7.82%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$193M
AUM Growth
–
Cap. Flow
+$193M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
63.79%
Holding
59
New
59
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.17% |
| 2 | Healthcare | 0.48% |
| 3 | Financials | 0.38% |
| 4 | Consumer Discretionary | 0.3% |
| 5 | Energy | 0.28% |
