HC

HHG & Company Portfolio holdings

AUM $360M
1-Year Est. Return 2.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+2.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$293M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$14B
2 +$3.9M
3 +$3.19M
4
XOM icon
Exxon Mobil
XOM
+$2.98M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.52M

Top Sells

1 +$2.41M
2 +$2.05M
3 +$833K
4
BA icon
Boeing
BA
+$825K
5
VOD icon
Vodafone
VOD
+$709K

Sector Composition

1 Healthcare 12.83%
2 Technology 10.98%
3 Industrials 8.2%
4 Energy 7.55%
5 Consumer Staples 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-9,000
177
-2,783