HC

Hendley & Co Portfolio holdings

AUM $280M
1-Year Est. Return 22.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$223M
AUM Growth
-$1.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$1.81M

Top Sells

1 +$1.08M
2 +$1.03M
3 +$1.02M
4
AMZN icon
Amazon
AMZN
+$755K
5
UNH icon
UnitedHealth
UNH
+$644K

Sector Composition

1 Technology 19.19%
2 Financials 16.85%
3 Healthcare 14.46%
4 Energy 13.89%
5 Consumer Staples 12.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,483
52
-4,045
53
-1,215