HAM
Hedges Asset Management Portfolio holdings
AUM
$124M
This Quarter Return
-2.01%
1 Year Return
+22.44%
3 Year Return
+68.38%
5 Year Return
–
10 Year Return
–
AUM
$139M
AUM Growth
+$139M
(-2.4%)
Cap. Flow
-$6.95M
Cap. Flow
% of AUM
-4.99%
Top 10 Holdings %
Top 10 Hldgs %
33.09%
Holding
118
New
5
Increased
18
Reduced
45
Closed
7
Top Buys
| 1 |
GE Vernova
GEV
|
$1.63M |
| 2 |
Tyson Foods
TSN
|
$1.34M |
| 3 |
Boeing
BA
|
$778K |
| 4 |
Bristol-Myers Squibb
BMY
|
$608K |
| 5 |
Envista
NVST
|
$532K |
Top Sells
| 1 |
ProShares Short QQQ
PSQ
|
$8.95M |
| 2 |
Howmet Aerospace
HWM
|
$1.11M |
| 3 |
GE Aerospace
GE
|
$755K |
| 4 |
Strategy Inc Common Stock Class A
MSTR
|
$511K |
| 5 |
Wells Fargo
WFC
|
$356K |
Sector Composition
| 1 | Industrials | 15.53% |
| 2 | Financials | 14.65% |
| 3 | Consumer Discretionary | 14.04% |
| 4 | Energy | 10.06% |
| 5 | Healthcare | 8.46% |
