HTI
Hikari Tsushin Inc Portfolio holdings
AUM
$1.42B
This Quarter Return
+9.78%
1 Year Return
+16.59%
3 Year Return
+69.38%
5 Year Return
–
10 Year Return
–
AUM
$1.41B
AUM Growth
+$1.41B
(+9.1%)
Cap. Flow
+$797K
Cap. Flow
% of AUM
0.06%
Top 10 Holdings %
Top 10 Hldgs %
81.22%
Holding
71
New
2
Increased
8
Reduced
5
Closed
–
Top Buys
| 1 |
Invesco Senior Loan ETF
BKLN
|
$5.53M |
| 2 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$2.85M |
| 3 |
First Trust Senior Loan Fund ETF
FTSL
|
$2.77M |
| 4 |
Veeva Systems
VEEV
|
$1.4M |
| 5 |
AMTM
Amentum Holdings, Inc.
AMTM
|
$1.33M |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
$7.79M |
| 2 |
Apple
AAPL
|
$5.32M |
| 3 |
Microsoft
MSFT
|
$691K |
| 4 |
Altria Group
MO
|
$656K |
| 5 |
Lockheed Martin
LMT
|
$624K |
Sector Composition
| 1 | Financials | 59.35% |
| 2 | Healthcare | 8.06% |
| 3 | Communication Services | 7.84% |
| 4 | Industrials | 5.22% |
| 5 | Technology | 2.63% |
