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
$1.42B
AUM Growth
-$74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.04M
3
+$636K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$570K
5
A icon
Agilent Technologies
A
+$508K

Top Sells

1
+$7.02M
2
+$4.72M
3
+$4.07M
4
FTV icon
Fortive
FTV
+$1.08M
5
LMT icon
Lockheed Martin
LMT
+$634K

Sector Composition

1 Financials 62.72%
2 Healthcare 7.6%
3 Communication Services 7.35%
4 Industrials 4.45%
5 Technology 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.6M 0.4%
51,986
27
$5.43M 0.38%
20,144
+271
28
$5.11M 0.36%
10,283
29
$4.72M 0.33%
19,016
30
$4.58M 0.32%
28,722
31
$4.47M 0.32%
32,870
32
$4.26M 0.3%
56,180
33
$3.91M 0.28%
13,562
34
$3.76M 0.26%
81,141
35
$3.3M 0.23%
63,226
-20,675
36
$3.29M 0.23%
54,954
37
$3.21M 0.23%
10,400
38
$3.05M 0.22%
34,607
39
$2.95M 0.21%
8,911
40
$2.71M 0.19%
65,646
41
$2.59M 0.18%
14,382
42
$2.18M 0.15%
21,546
43
$1.7M 0.12%
5,901
44
$1.62M 0.11%
23,512
45
$1.61M 0.11%
1,060
46
$1.45M 0.1%
39,267
47
$1.41M 0.1%
20,898
48
$1.39M 0.1%
1,400
49
$1.35M 0.1%
17,728
50
$1.18M 0.08%
+7,544
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