HB

Hauser Brothers Portfolio holdings

AUM $141M
1-Year Est. Return 65.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+65.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$4.09M

Top Sells

1 +$7.15M
2 +$6.98M
3 +$2.86M

Sector Composition

1 Communication Services 62.53%
2 Industrials 32.85%
3 Consumer Staples 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WBD icon
1
Warner Bros
WBD
$68B
$88M 62.53%
3,052,000
+175,000
TFII icon
2
TFI International
TFII
$8.59B
$33.3M 23.67%
322,200
BLDR icon
3
Builders FirstSource
BLDR
$9.36B
$12.9M 9.18%
125,500
UNFI icon
4
United Natural Foods
UNFI
$2.42B
$6.5M 4.62%
193,000
-76,900
WCC icon
5
WESCO International
WCC
$12.9B
-33,000
XPO icon
6
XPO
XPO
$21.7B
-55,300