HFO
Heritage Family Offices Portfolio holdings
AUM
$215M
1-Year Est. Return
11.39%
1 Year Est. Return
+11.39%
AUM
$215M
AUM Growth
+$17.1M
(+8.7%)
Holding
209
Top Buys
| 1 | +$2.78M | |
| 2 | +$1.02M | |
| 3 | +$978K | |
| 4 |
iShares Bitcoin Trust
IBIT
|
+$621K |
| 5 |
Interactive Brokers
IBKR
|
+$551K |
Top Sells
| 1 | +$2.82M | |
| 2 | +$1.58M | |
| 3 | +$1.54M | |
| 4 |
UnitedHealth
UNH
|
+$1.51M |
| 5 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
+$1.4M |
Sector Composition
| 1 | Technology | 16.44% |
| 2 | Financials | 9.36% |
| 3 | Industrials | 9.14% |
| 4 | Healthcare | 7.01% |
| 5 | Consumer Discretionary | 4.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
BWIN
201
Baldwin Insurance Group
BWIN
$1.95B
| – | – |
-5,446
|
|
||
202
Avanos Medical
AVNS
$529M
| – | – |
-10,178
|
|
||
203
Charles River Laboratories
CRL
$8.66B
| – | – |
-1,689
|
|
||
204
EnerSys
ENS
$5.36B
| – | – |
-2,683
|
|
||
205
Fair Isaac
FICO
$42.3B
| – | – |
-116
|
|
||
206
Kforce
KFRC
$535M
| – | – |
-5,545
|
|
||
|
NVEE
207
DELISTED
NV5 Global
NVEE
| – | – |
-11,090
|
|
||
208
Teradyne
TER
$29.7B
| – | – |
-2,568
|
|
||
209
iShares 20+ Year Treasury Bond ETF
TLT
$49.4B
| – | – |
-2,628
|
|