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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
$283M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$1.06M
3
+$870K
4
PLTR icon
Palantir
PLTR
+$841K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$725K

Top Sells

1
+$5.66M
2
+$163K
3
+$119K
4
CAT icon
Caterpillar
CAT
+$100K
5
ADBE icon
Adobe
ADBE
+$83.6K

Sector Composition

1 Technology 21.64%
2 Financials 11.32%
3 Industrials 8.34%
4 Healthcare 5.5%
5 Consumer Discretionary 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$18K 0.01%
410
+1
577
$18K 0.01%
208
578
$18K 0.01%
+688
579
$18K 0.01%
+737
580
$18K 0.01%
+739
581
$18K 0.01%
+659
582
$18K 0.01%
+777
583
$18K 0.01%
1,580
584
$18K 0.01%
+133
585
$18K 0.01%
60
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586
$18K 0.01%
225
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587
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588
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589
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590
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591
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592
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593
$18K 0.01%
82
594
$18K 0.01%
+175
595
$17K 0.01%
464
596
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597
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150
598
$17K 0.01%
888
-193
599
$16K 0.01%
140
600
$16K 0.01%
800
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