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
$792M
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$35.6M
2 +$7.4M
3 +$6.95M
4
XYZ
Block Inc
XYZ
+$6.12M
5
CHGG icon
Chegg
CHGG
+$6M

Top Sells

1 +$122M
2 +$8.5M
3 +$6.87M
4
NOW icon
ServiceNow
NOW
+$6.28M
5
VEEV icon
Veeva Systems
VEEV
+$4.46M

Sector Composition

1 Technology 34.82%
2 Financials 21.1%
3 Healthcare 14.58%
4 Consumer Discretionary 7.33%
5 Communication Services 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-25,141
127
-2,515
128
-11,090
129
-22,420