HW
Hedeker Wealth Portfolio holdings
AUM
$429M
This Quarter Return
+1.8%
1 Year Return
+40.86%
3 Year Return
+101.32%
5 Year Return
+143.13%
10 Year Return
+320.21%
AUM
$120M
AUM Growth
+$120M
(-2.7%)
Cap. Flow
-$6.7M
Cap. Flow
% of AUM
-5.56%
Top 10 Holdings %
Top 10 Hldgs %
32.83%
Holding
174
New
10
Increased
30
Reduced
23
Closed
83
Top Buys
| 1 |
Harley-Davidson
HOG
|
$1.22M |
| 2 |
ProShares Short Dow30
DOG
|
$1.1M |
| 3 |
Valmont Industries
VMI
|
$912K |
| 4 |
ProShares Short 20+ Year Treasury ETF
TBF
|
$850K |
| 5 |
Booking.com
BKNG
|
$582K |
Top Sells
| 1 |
Tapestry
TPR
|
$1.86M |
| 2 |
ProShares Short QQQ
PSQ
|
$1.65M |
| 3 |
VIAB
Viacom Inc. Class B
VIAB
|
$1.52M |
| 4 |
Target
TGT
|
$1.21M |
| 5 |
Kohl's
KSS
|
$1.02M |
Sector Composition
| 1 | Financials | 25.63% |
| 2 | Industrials | 13.45% |
| 3 | Consumer Discretionary | 12.64% |
| 4 | Communication Services | 9.81% |
| 5 | Healthcare | 9.12% |
