HTI

Hikari Tsushin Inc Portfolio holdings

AUM $1.49B
1-Year Est. Return 13.49%
This Quarter Est. Return
1 Year Est. Return
+13.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$190K
2
+$137K
3
+$117K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$71.4K
5
VHT icon
Vanguard Health Care ETF
VHT
+$38.7K

Top Sells

1
+$6.05M
2
+$3.06M
3
+$3.01M
4
AAPL icon
Apple
AAPL
+$2.46M
5
MO icon
Altria Group
MO
+$1.39M

Sector Composition

1 Financials 64.74%
2 Healthcare 7.43%
3 Communication Services 6.15%
4 Industrials 4.38%
5 Technology 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$779K 0.05%
42,800
52
$763K 0.05%
10,631
53
$713K 0.05%
15,745
+2,578
54
$536K 0.04%
10,800
55
$513K 0.03%
35,381
56
$382K 0.03%
24,500
57
$368K 0.02%
4,903
58
$357K 0.02%
4,931
59
$261K 0.02%
5,297
60
$239K 0.02%
2,500
61
$236K 0.02%
2,118
+9
62
$224K 0.02%
1,100
63
$212K 0.01%
1,815
64
$198K 0.01%
14,158
65
$190K 0.01%
+161
66
$180K 0.01%
2,000
67
$176K 0.01%
1,373
68
$142K 0.01%
302
69
$69.1K ﹤0.01%
2,220
70
$47.1K ﹤0.01%
2,020
71
$8.92K ﹤0.01%
599
72
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-9,843
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