HP

Hikari Power Portfolio holdings

AUM $1.15B
1-Year Est. Return 5.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+5.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$867M
AUM Growth
-$2.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$9.2M
3
+$8.06M
4
DHR icon
Danaher
DHR
+$6.67M
5
BA icon
Boeing
BA
+$6.57M

Top Sells

1
+$14M
2
+$11.4M
3
+$10.5M
4
MSFT icon
Microsoft
MSFT
+$5.73M
5
WMT icon
Walmart Inc
WMT
+$4.62M

Sector Composition

1 Financials 29.14%
2 Healthcare 22.68%
3 Technology 11.49%
4 Industrials 11.01%
5 Energy 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$108K 0.01%
124
77
$75K 0.01%
11,100
78
– –
-3,420
79
– –
-1,607
80
– –
-42,900
81
– –
-12,200
82
– –
-5,320
83
– –
-14,100
84
– –
-4,800
85
– –
-81,600
86
– –
-27,200
87
– –
-48,300
88
– –
-70,700
89
– –
-14,400
90
– –
-5,301
91
– –
-32,200
1 2 3
4