HFS

HBC Financial Services Portfolio holdings

AUM $163M
1-Year Est. Return 14.55%
This Quarter Est. Return
1 Year Est. Return
+14.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
+$7.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Sells

1 +$979K
2 +$479K
3 +$383K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$216K
5
T icon
AT&T
T
+$178K

Sector Composition

1 Technology 5.97%
2 Consumer Discretionary 3.86%
3 Financials 1.46%
4 Consumer Staples 1.28%
5 Energy 0.89%