HP

Hikari Power Portfolio holdings

AUM $1.24B
1-Year Est. Return 8.96%
This Quarter Est. Return
1 Year Est. Return
+8.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$692M
AUM Growth
+$691M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$5.3M
3
+$3.46M
4
MSFT icon
Microsoft
MSFT
+$2.94M
5
ISRG icon
Intuitive Surgical
ISRG
+$2.52M

Top Sells

1
+$2.49M
2
+$1.23M
3
+$529K
4
META icon
Meta Platforms (Facebook)
META
+$323K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$52.6K

Sector Composition

1 Financials 34.53%
2 Healthcare 22.49%
3 Technology 10.5%
4 Communication Services 7.77%
5 Consumer Staples 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.01M 0.72%
87,000
27
$4.1M 0.59%
100,300
28
$3.83M 0.55%
45,000
-14,500
29
$2.93M 0.42%
48,900
30
$2.28M 0.33%
98,000
31
$2.24M 0.32%
+61,875
32
$2.06M 0.3%
24,000
33
$1.74M 0.25%
15,600
34
$1.66M 0.24%
21,100
35
$1.46M 0.21%
+36,000
36
$1.16M 0.17%
17,200
-4,800
37
$1.1M 0.16%
29,200
38
$735K 0.11%
10,000
-7,200
39
$649K 0.09%
20,600
40
$593K 0.09%
4,700
41
$553K 0.08%
4,800
42
$515K 0.07%
+14,400
43
$515K 0.07%
3,600
44
$467K 0.07%
7,000
45
$453K 0.07%
5,580
46
$437K 0.06%
6,300
47
$190K 0.03%
2,000
48
– –
-5,000
1
2