HIC

Hartline Investment Corp Portfolio holdings

AUM $881M
1-Year Est. Return 36.2%
This Quarter Est. Return
1 Year Est. Return
+36.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$802M
AUM Growth
+$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$15.1M
2 +$6.04M
3 +$5.79M
4
VRT icon
Vertiv
VRT
+$5.17M
5
PLTR icon
Palantir
PLTR
+$4.06M

Top Sells

1 +$9.43M
2 +$4.46M
3 +$3.44M
4
SNOW icon
Snowflake
SNOW
+$2.8M
5
AAPL icon
Apple
AAPL
+$2.16M

Sector Composition

1 Technology 49.75%
2 Financials 16.36%
3 Consumer Discretionary 8%
4 Communication Services 7.5%
5 Industrials 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$19.7K ﹤0.01%
10,955
-1,100
102
-45,958
103
-1,620
104
-7,180
105
-8,457
106
-13,899