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
$964M
AUM Growth
+$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$2.89M
3
+$1.1M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$991K
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$687K

Top Sells

1
+$8.19M
2
+$5.55M
3
+$4.11M
4
GILD icon
Gilead Sciences
GILD
+$4.07M
5
BIIB icon
Biogen
BIIB
+$3.94M

Sector Composition

1 Financials 41.99%
2 Healthcare 19.01%
3 Industrials 7.19%
4 Materials 5%
5 Technology 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.37M 0.14%
36,700
52
$1.2M 0.12%
33,600
53
$1.11M 0.12%
429,200
-38,910
54
$1.06M 0.11%
20,760
55
$919K 0.1%
21,650
+2,300
56
$712K 0.07%
185,287
-300
57
$676K 0.07%
10,600
-48,800
58
$654K 0.07%
8,070
59
$612K 0.06%
2,700
60
$609K 0.06%
4,600
-4,400
61
$604K 0.06%
105,573
62
$561K 0.06%
10,088
-147,352
63
$490K 0.05%
33,350
64
$465K 0.05%
80,020
65
$435K 0.05%
80,000
-50,000
66
$405K 0.04%
10,600
67
$405K 0.04%
2,100
68
$353K 0.04%
6,600
69
$335K 0.03%
7,850
70
$325K 0.03%
1,000
71
$325K 0.03%
+7,755
72
$302K 0.03%
4,020
-38,400
73
$298K 0.03%
10,200
74
$287K 0.03%
1,610
75
$283K 0.03%
4,630
1 2
3
4 5