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
$440M
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$73.1M
2
+$33.9M
3
+$27.3M
4
NVCR icon
NovoCure
NVCR
+$22.3M
5
MSFT icon
Microsoft
MSFT
+$19.7M

Top Sells

1
+$10.9M
2
+$6.49M
3
+$5.58M
4
USDU icon
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
+$5.38M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$4.17M

Sector Composition

1 Technology 40.26%
2 Financials 22.48%
3 Healthcare 10.52%
4 Consumer Discretionary 8.08%
5 Communication Services 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
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