HP

Hikari Power Portfolio holdings

AUM $1.24B
1-Year Est. Return 8.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$729M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$2.3M
3
+$1.4M
4
LIN icon
Linde
LIN
+$1.2M
5
HON icon
Honeywell
HON
+$1.06M

Top Sells

1
+$9.51M
2
+$9.42M
3
+$4.8M
4
PSX icon
Phillips 66
PSX
+$4.49M
5
BA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-20,000
77
– –
-11,030
78
– –
-257,480
79
– –
-2,580
80
– –
-35,200
81
– –
-932
82
– –
-4,630
83
– –
-850
1 2 3
4