HW

Hedeker Wealth Portfolio holdings

AUM $477M
1-Year Est. Return 38.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+38.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1 +$6.6M
2 +$4.14M
3 +$3.81M
4
KSS icon
Kohl's
KSS
+$3.44M
5
JPM icon
JPMorgan Chase
JPM
+$3.33M

Top Sells

No sells this quarter

Sector Composition

1 Financials 25.6%
2 Consumer Discretionary 12.8%
3 Industrials 11.52%
4 Communication Services 10.46%
5 Healthcare 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
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+8