HBFP
Henderson Brothers Financial Partners Portfolio holdings
AUM
$395M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$395M
AUM Growth
–
Holding
105
Top Buys
| 1 | +$74.1M | |
| 2 | +$35.2M | |
| 3 | +$31.4M | |
| 4 |
Avantis International Equity ETF
AVDE
|
+$28.5M |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
+$23.2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.21% |
| 2 | Consumer Discretionary | 1.69% |
| 3 | Financials | 1.1% |
| 4 | Communication Services | 1.05% |
| 5 | Industrials | 0.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Global X Silver Miners ETF NEW
SIL
$5.8B
| $212K | 0.05% |
+2,350
|
|
||
102
iShares Russell 1000 Growth ETF
IWF
$129B
| $211K | 0.05% |
+1,976
|
|
||
103
JPMorgan Ultra-Short Income ETF
JPST
$37.5B
| $210K | 0.05% |
+4,146
|
|
||
104
GE Vernova
GEV
$280B
| $209K | 0.05% |
+240
|
|
||
105
Chevron
CVX
$362B
| $202K | 0.05% |
+974
|
|