HFS

Haverford Financial Services Portfolio holdings

AUM $338M
1-Year Est. Return 18.63%
This Quarter Est. Return
1 Year Est. Return
+18.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$223M
AUM Growth
-$4.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$1.64M
2 +$1.3M
3 +$1.08M
4
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
+$891K
5
PG icon
Procter & Gamble
PG
+$448K

Top Sells

1 +$9.3M
2 +$2.78M
3 +$340K
4
ADP icon
Automatic Data Processing
ADP
+$292K
5
MTB icon
M&T Bank
MTB
+$284K

Sector Composition

1 Technology 18.06%
2 Healthcare 16.35%
3 Financials 15.62%
4 Industrials 13.5%
5 Energy 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-103,080