HFS
HBC Financial Services Portfolio holdings
AUM
$163M
1-Year Est. Return
14.55%
1 Year Est. Return
+14.55%
AUM
$163M
AUM Growth
-$1.41M
(-0.85%)
Holding
208
Top Buys
| 1 | +$1.07M | |
| 2 | +$945K | |
| 3 | +$102K | |
| 4 |
Amazon
AMZN
|
+$86.5K |
| 5 |
Kraft Heinz
KHC
|
+$61K |
Top Sells
| 1 | +$1.65M | |
| 2 | +$784K | |
| 3 | +$406K | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$389K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$313K |
Sector Composition
| 1 | Technology | 6.06% |
| 2 | Consumer Discretionary | 4.06% |
| 3 | Financials | 1.48% |
| 4 | Consumer Staples | 1.39% |
| 5 | Healthcare | 0.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Zscaler
ZS
$53.2B
| $0 | ﹤0.01% |
5
|
|
||
202
Solventum
SOLV
$11.8B
| $0 | ﹤0.01% |
10
|
|
||
|
OKLO
203
Oklo
OKLO
$18.7B
| – | – |
-200
|
|