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
$954M
AUM Growth
+$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$2.32M
3
+$2.14M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.11M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.82M

Top Sells

1
+$8.89M
2
+$7.35M
3
+$4.75M
4
PG icon
Procter & Gamble
PG
+$4.69M
5
CSCO icon
Cisco
CSCO
+$2.92M

Sector Composition

1 Financials 36.28%
2 Healthcare 20.01%
3 Industrials 12.08%
4 Technology 6.87%
5 Consumer Staples 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$224M 23.45%
743
+7
2
$74.6M 7.82%
1,544,420
3
$40.7M 4.26%
290,960
+15,340
4
$38.7M 4.06%
222,851
+6,877
5
$28.5M 2.99%
243,422
6
$27.3M 2.86%
186,240
+15,840
7
$26.6M 2.78%
151,020
8
$24.1M 2.53%
70,600
9
$23.9M 2.51%
153,300
-18,600
10
$22.1M 2.31%
57,900
-6,400
11
$20.8M 2.18%
418,347
+11,231
12
$20.4M 2.13%
150,948
13
$17.2M 1.8%
326,310
-50,050
14
$15.1M 1.59%
300,160
15
$14.8M 1.55%
285,400
16
$14.5M 1.52%
196,770
17
$14.4M 1.51%
151,570
18
$13.7M 1.44%
168,911
-90,652
19
$13.4M 1.41%
129,150
-45,050
20
$13.2M 1.38%
52,350
21
$13M 1.36%
496,580
-181,500
22
$11.9M 1.25%
169,332
23
$11.3M 1.18%
233,230
24
$11.2M 1.17%
138,303
+9,910
25
$10.6M 1.12%
55,950
1
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