HP
Hikari Power Portfolio holdings
AUM
$1.2B
1-Year Return
14.18%
This Quarter Return
+8.21%
1 Year Return
+14.18%
3 Year Return
+56.59%
5 Year Return
+122.08%
10 Year Return
+191.59%
AUM
$729M
AUM Growth
+$21.8M
(+3.1%)
Cap. Flow
-$32.8M
Cap. Flow
% of AUM
-4.5%
Top 10 Holdings %
Top 10 Hldgs %
70.08%
Holding
86
New
2
Increased
14
Reduced
11
Closed
27
Top Buys
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.33M |
| 2 |
3M
MMM
|
$2.3M |
| 3 |
US Bancorp
USB
|
$1.4M |
| 4 |
Linde
LIN
|
$1.2M |
| 5 |
Honeywell
HON
|
$1.06M |
Top Sells
| 1 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$9.51M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$9.42M |
| 3 |
Danaher
DHR
|
$4.8M |
| 4 |
Phillips 66
PSX
|
$4.49M |
| 5 |
Boeing
BA
|
$4.47M |
Sector Composition
| 1 | Financials | 43.5% |
| 2 | Healthcare | 19.28% |
| 3 | Industrials | 7.8% |
| 4 | Materials | 6.2% |
| 5 | Technology | 5.04% |