HAM

Hedges Asset Management Portfolio holdings

AUM $131M
1-Year Est. Return 26.69%
This Quarter Est. Return
1 Year Est. Return
+26.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$958K
3
+$756K
4
WY icon
Weyerhaeuser
WY
+$745K
5
WYNN icon
Wynn Resorts
WYNN
+$475K

Top Sells

1
+$754K
2
+$524K
3
+$515K
4
GE icon
GE Aerospace
GE
+$415K
5
UBER icon
Uber
UBER
+$391K

Sector Composition

1 Industrials 16.04%
2 Financials 15%
3 Consumer Discretionary 13.15%
4 Energy 8.96%
5 Healthcare 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$463K 0.31%
14,600
77
$401K 0.27%
3,775
+100
78
$379K 0.25%
6,500
79
$374K 0.25%
17,000
80
$374K 0.25%
5,200
-2,400
81
$365K 0.24%
11,400
+2,500
82
$362K 0.24%
11,400
83
$361K 0.24%
+2,850
84
$361K 0.24%
3,425
-750
85
$355K 0.24%
12,500
86
$355K 0.23%
5,300
87
$351K 0.23%
3,900
88
$335K 0.22%
17,500
-5,000
89
$326K 0.22%
30,700
90
$320K 0.21%
4,100
-300
91
$305K 0.2%
1,000
92
$300K 0.2%
1,650
93
$294K 0.19%
2,600
+500
94
$290K 0.19%
7,500
95
$290K 0.19%
4,600
96
$276K 0.18%
12,500
97
$266K 0.18%
5,000
98
$260K 0.17%
4,000
-5,000
99
$257K 0.17%
3,900
100
$253K 0.17%
2,400
1 2 3
4
5