HW

Hedeker Wealth Portfolio holdings

AUM $429M
1-Year Est. Return 40.86%
This Quarter Est. Return
1 Year Est. Return
+40.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
-$9.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.87M
3
+$1.58M
4
AAL icon
American Airlines Group
AAL
+$1.05M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$762K

Top Sells

1
+$2.17M
2
+$1.13M
3
+$1.12M
4
ONIT
Onity Group
ONIT
+$999K
5
PCP
PRECISION CASTPARTS CORP
PCP
+$885K

Sector Composition

1 Financials 26.05%
2 Industrials 19.9%
3 Consumer Discretionary 10.56%
4 Communication Services 9.74%
5 Healthcare 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
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