HTI

Hikari Tsushin Inc Portfolio holdings

AUM $1.42B
1-Year Est. Return 16.59%
This Quarter Est. Return
1 Year Est. Return
+16.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$743M
AUM Growth
+$61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$4.25M
3
+$4.07M
4
USB icon
US Bancorp
USB
+$2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$506K

Top Sells

1
+$6.67M
2
+$5.9M
3
+$2.78M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.91M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.39M

Sector Composition

1 Financials 65.74%
2 Healthcare 9.71%
3 Communication Services 6.86%
4 Industrials 4.73%
5 Technology 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.2M 0.43%
32,200
27
$1.96M 0.26%
10,400
28
$1.42M 0.19%
5,000
29
$1.22M 0.16%
20,898
30
$1.05M 0.14%
6,900
31
$619K 0.08%
20,446
32
$617K 0.08%
11,060
33
$582K 0.08%
10,800
34
$493K 0.07%
1,400
35
$462K 0.06%
6,278
36
$297K 0.04%
7,300
37
$256K 0.03%
14,158
38
$226K 0.03%
+1,100
39
$187K 0.03%
3,466
40
$72K 0.01%
2,020
41
– –
-233,845
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