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
$247M
AUM Growth
-$67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$3.35M
2 +$1.64M
3 +$1.2M
4
AMGN icon
Amgen
AMGN
+$1.19M
5
LOW icon
Lowe's Companies
LOW
+$1.1M

Top Sells

1 +$4.48M
2 +$3.89M
3 +$2.93M
4
USB icon
US Bancorp
USB
+$2.39M
5
LUV icon
Southwest Airlines
LUV
+$1.19M

Sector Composition

1 Healthcare 20.79%
2 Technology 18.71%
3 Financials 17.65%
4 Consumer Discretionary 10.64%
5 Industrials 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,946
77
-40,282
78
-64,138
79
-1,265