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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
751
$4K ﹤0.01%
+185
752
$4K ﹤0.01%
+153
753
$4K ﹤0.01%
+150
754
$4K ﹤0.01%
+169
755
$4K ﹤0.01%
+191
756
$4K ﹤0.01%
+170
757
$4K ﹤0.01%
30
-71
758
$4K ﹤0.01%
30
759
$4K ﹤0.01%
12
760
$4K ﹤0.01%
75
761
$4K ﹤0.01%
21
762
$4K ﹤0.01%
122
763
$3K ﹤0.01%
29
764
$3K ﹤0.01%
+300
765
$3K ﹤0.01%
+39
766
$3K ﹤0.01%
20
767
$3K ﹤0.01%
+50
768
$3K ﹤0.01%
100
769
$3K ﹤0.01%
11
770
$3K ﹤0.01%
+18
771
$3K ﹤0.01%
59
772
$3K ﹤0.01%
18
773
$3K ﹤0.01%
+222
774
$3K ﹤0.01%
30
775
$3K ﹤0.01%
16
29 30
31
32 33