HSA
HBK Sorce Advisory Portfolio holdings
AUM
$4.35B
1-Year Est. Return
17.22%
This Fund
S&P 500
1 Year Est. Return
+17.22%
AUM
$503M
AUM Growth
+$35.8M
(+7.6%)
Holding
298
Top Buys
| 1 | +$27.5M | |
| 2 | +$15.6M | |
| 3 | +$2M | |
| 4 |
Keurig Dr Pepper
KDP
|
+$916K |
| 5 |
Travelers Companies
TRV
|
+$713K |
Top Sells
| 1 | +$27.7M | |
| 2 | +$1.44M | |
| 3 | +$963K | |
| 4 |
iShares S&P 500 Value ETF
IVE
|
+$897K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$773K |
Sector Composition
| 1 | Financials | 6.31% |
| 2 | Consumer Staples | 5.49% |
| 3 | Industrials | 4.59% |
| 4 | Technology | 4.56% |
| 5 | Healthcare | 4.24% |