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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
826
$1K ﹤0.01%
+10
827
$1K ﹤0.01%
13
828
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11
829
$1K ﹤0.01%
19
830
$1K ﹤0.01%
+10
831
$1K ﹤0.01%
150
832
$1K ﹤0.01%
11
833
$1K ﹤0.01%
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834
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835
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836
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837
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838
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10
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839
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5
840
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5
841
$1K ﹤0.01%
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842
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843
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844
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845
$1K ﹤0.01%
5
846
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20
847
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848
$1K ﹤0.01%
18
849
$1K ﹤0.01%
25
850
$1K ﹤0.01%
49
32 33
34
35 36