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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
$928M
AUM Growth
-$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$9.14M
2
+$5.27M
3
+$3.14M
4
MDT icon
Medtronic
MDT
+$2.37M
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$2.31M

Top Sells

1
+$16.7M
2
+$12.1M
3
+$11M
4
GE icon
GE Aerospace
GE
+$9.69M
5
WFC icon
Wells Fargo
WFC
+$4.61M

Sector Composition

1 Financials 38.49%
2 Healthcare 20.48%
3 Industrials 9.59%
4 Consumer Staples 5.51%
5 Materials 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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127
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-15,040
128
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-2,370
129
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-5,600
130
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-5,565
131
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-8,200
132
– –
-8,670
133
– –
-71,190
134
– –
-128,693
135
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-2,300
136
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-355
137
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-2,990
138
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-16,330
139
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-192
140
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-2,560
141
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-17,810
142
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-1,002
143
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-11,540
144
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145
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-8,000
2 3 4 5
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