HFS

Haverford Financial Services Portfolio holdings

AUM $357M
1-Year Est. Return 20.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$256M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$7.61M
2 +$5.86M
3 +$1.8M
4
KO icon
Coca-Cola
KO
+$496K
5
EXPE icon
Expedia Group
EXPE
+$491K

Top Sells

1 +$7.3M
2 +$4.07M
3 +$2.47M
4
AAPL icon
Apple
AAPL
+$1.35M
5
BDX icon
Becton Dickinson
BDX
+$580K

Sector Composition

1 Financials 19.42%
2 Healthcare 19.29%
3 Technology 14.42%
4 Consumer Staples 12.86%
5 Communication Services 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$219K 0.09%
+11,400
77
$204K 0.08%
1,735
78
-90,434