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HFS
HBC Financial Services Portfolio holdings
AUM
$163M
1-Year Est. Return
14.55%
This Fund
S&P 500
This Quarter
Est. Return
+0.54%
1 Year Est. Return
+14.55%
3 Year Est. Return
+12.63%
5 Year Est. Return
+62.83%
10 Year Est. Return
–
AUM
$163M
AUM Growth
-$1.41M
(-0.85%)
Cap. Flow
-$2.14M
Cap. Flow
% of AUM
-1.31%
Top 10 Holdings %
Top 10 Hldgs %
89.56%
Holding
208
New
12
Increased
31
Reduced
15
Closed
6
Top Buys
| 1 |
iShares National Muni Bond ETF
MUB
|
+$1.08M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$960K |
| 3 |
VictoryShares Free Cash Flow ETF
VFLO
|
+$104K |
| 4 |
Amazon
AMZN
|
+$80K |
| 5 |
Kraft Heinz
KHC
|
+$65.5K |
Top Sells
| 1 |
iShares Russell 1000 ETF
IWB
|
+$1.66M |
| 2 |
Occidental Petroleum
OXY
|
+$808K |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$417K |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$399K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$315K |
Sector Composition
| 1 | Technology | 6.06% |
| 2 | Consumer Discretionary | 4.06% |
| 3 | Financials | 1.48% |
| 4 | Consumer Staples | 1.39% |
| 5 | Healthcare | 0.75% |
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