HBW

Hazlett, Burt & Watson Portfolio holdings

AUM $283M
1-Year Est. Return 18.79%
This Quarter Est. Return
1 Year Est. Return
+18.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
+$8.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
709
New
Increased
Reduced
Closed

Top Buys

1 +$614K
2 +$403K
3 +$340K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$283K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$241K

Sector Composition

1 Technology 17.41%
2 Financials 9.98%
3 Healthcare 9.17%
4 Consumer Staples 6.82%
5 Industrials 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
0
702
$0 ﹤0.01%
+5
703
$0 ﹤0.01%
+16
704
-527
705
$0 ﹤0.01%
30
706
$0 ﹤0.01%
200
707
$0 ﹤0.01%
3
708
$0 ﹤0.01%
+1,000
709
$0 ﹤0.01%
+5