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
$88.2M
AUM Growth
-$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$321K
3
+$243K
4
DOCU icon
DocuSign
DOCU
+$48.9K
5
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$48.2K

Top Sells

1
+$1.24M
2
+$321K
3
+$283K
4
LMT icon
Lockheed Martin
LMT
+$207K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$113K

Sector Composition

1 Technology 7.17%
2 Real Estate 4.5%
3 Consumer Discretionary 1.54%
4 Financials 1.26%
5 Healthcare 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
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