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HBW

Hazlett, Burt & Watson Portfolio holdings

AUM $320M
1-Year Est. Return 24.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
589
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$6.33M
3
+$4.93M
4
MSFT icon
Microsoft
MSFT
+$3.96M
5
AMZN icon
Amazon
AMZN
+$3.16M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.19%
2 Financials 10.22%
3 Healthcare 9.15%
4 Consumer Staples 6.07%
5 Industrials 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$15K 0.01%
+125
427
$15K 0.01%
+620
428
$15K 0.01%
+375
429
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+400
430
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+500
431
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+150
432
$14K 0.01%
+76
433
$14K 0.01%
+350
434
$14K 0.01%
+90
435
$14K 0.01%
+541
436
$14K 0.01%
+325
437
$14K 0.01%
+129
438
$14K 0.01%
+142
439
$14K 0.01%
+1,653
440
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+140
441
$13K 0.01%
+480
442
$13K 0.01%
+100
443
$13K 0.01%
+350
444
$13K 0.01%
+350
445
$13K 0.01%
+65
446
$13K 0.01%
+101
447
$13K 0.01%
+367
448
$13K 0.01%
+110
449
$13K 0.01%
+127
450
$13K 0.01%
+745
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