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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
701
$7K ﹤0.01%
75
-80
702
$7K ﹤0.01%
300
703
$7K ﹤0.01%
+331
704
$7K ﹤0.01%
240
705
$7K ﹤0.01%
141
+4
706
$7K ﹤0.01%
+250
707
$7K ﹤0.01%
30
708
$7K ﹤0.01%
88
709
$6K ﹤0.01%
100
710
$6K ﹤0.01%
328
711
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102
+1
712
$6K ﹤0.01%
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713
$6K ﹤0.01%
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714
$6K ﹤0.01%
+150
715
$6K ﹤0.01%
60
716
$6K ﹤0.01%
386
717
$6K ﹤0.01%
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718
$6K ﹤0.01%
146
719
$6K ﹤0.01%
41
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720
$6K ﹤0.01%
23
+1
721
$6K ﹤0.01%
250
722
$6K ﹤0.01%
877
-230
723
$6K ﹤0.01%
247
+34
724
$6K ﹤0.01%
500
725
$5K ﹤0.01%
850
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