HTI

Hikari Tsushin Inc Portfolio holdings

AUM $1.54B
1-Year Est. Return 18.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.54B
AUM Growth
+$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$1.16M
3
+$903K
4
GLD icon
SPDR Gold Trust
GLD
+$191K
5
UNH icon
UnitedHealth
UNH
+$124K

Top Sells

1
+$5.02M
2
+$3.6M
3
+$3.41M
4
MO icon
Altria Group
MO
+$1.9M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.53M

Sector Composition

1 Financials 60%
2 Communication Services 11.74%
3 Healthcare 9.13%
4 Industrials 3.61%
5 Technology 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.A icon
1
Berkshire Hathaway Class A
BRK.A
$1.08T
$851M 55.41%
1,127
GOOGL icon
2
Alphabet (Google) Class A
GOOGL
$3.61T
$180M 11.74%
575,922
-11,926
BKLN icon
3
Invesco Senior Loan ETF
BKLN
$6.37B
$52.2M 3.4%
2,483,848
VOO icon
4
Vanguard S&P 500 ETF
VOO
$838B
$36.2M 2.36%
57,755
-8,085
V icon
5
Visa
V
$610B
$36M 2.34%
102,555
HYG icon
6
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.8B
$27.7M 1.8%
343,165
JNJ icon
7
Johnson & Johnson
JNJ
$579B
$26.7M 1.74%
129,204
-7,714
FTSL icon
8
First Trust Senior Loan Fund ETF
FTSL
$2.22B
$26.2M 1.7%
570,196
ABBV icon
9
AbbVie
ABBV
$407B
$24M 1.56%
104,963
ZTS icon
10
Zoetis
ZTS
$51.3B
$20.7M 1.35%
164,238
+122,744
MMM icon
11
3M
MMM
$80.8B
$18.2M 1.18%
113,567
-22,020
MCO icon
12
Moody's
MCO
$83.7B
$16.2M 1.05%
31,689
PSX icon
13
Phillips 66
PSX
$66.5B
$15.3M 0.99%
118,202
-6,817
DHR icon
14
Danaher
DHR
$138B
$14.8M 0.97%
64,712
LMT icon
15
Lockheed Martin
LMT
$155B
$14M 0.92%
29,045
-1,393
BRK.B icon
16
Berkshire Hathaway Class B
BRK.B
$1.08T
$14M 0.91%
27,878
MDT icon
17
Medtronic
MDT
$117B
$13.9M 0.91%
144,952
LIN icon
18
Linde
LIN
$225B
$10.9M 0.71%
25,500
ISRG icon
19
Intuitive Surgical
ISRG
$174B
$9.26M 0.6%
16,355
-558
WAT icon
20
Waters Corp
WAT
$29.7B
$7.81M 0.51%
20,556
-2,441
BHP icon
21
BHP
BHP
$182B
$7.19M 0.47%
119,021
ROP icon
22
Roper Technologies
ROP
$37.8B
$6.94M 0.45%
15,600
RSG icon
23
Republic Services
RSG
$71.3B
$6.82M 0.44%
32,200
AME icon
24
Ametek
AME
$50.8B
$6.27M 0.41%
30,529
-1,710
XOM icon
25
Exxon Mobil
XOM
$630B
$6.26M 0.41%
51,986
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