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
$281M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$6.62M
2 +$3.8M
3 +$3.06M
4
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$2.91M
5
GDDY icon
GoDaddy
GDDY
+$2.85M

Sector Composition

1 Technology 21.67%
2 Healthcare 13.65%
3 Financials 11.43%
4 Industrials 6.9%
5 Communication Services 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,922