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
$1.49B
AUM Growth
+$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$5.13M
2
+$1.55M
3
+$346K
4
URA icon
Global X Uranium ETF
URA
+$204K
5
TNET icon
TriNet
TNET
+$129K

Top Sells

1
+$8.21M
2
+$4.59M
3
+$4.09M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$804K
5
CI icon
Cigna
CI
+$755K

Sector Composition

1 Financials 61.67%
2 Communication Services 9.61%
3 Healthcare 7.98%
4 Industrials 4.1%
5 Technology 1.82%
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
$850M 57.15%
1,127
GOOGL icon
2
Alphabet (Google) Class A
GOOGL
$3.64T
$143M 9.61%
587,848
-3,839
BKLN icon
3
Invesco Senior Loan ETF
BKLN
$6.37B
$52M 3.5%
2,483,848
VOO icon
4
Vanguard S&P 500 ETF
VOO
$838B
$40.3M 2.71%
65,840
-7,781
V icon
5
Visa
V
$615B
$35M 2.35%
102,555
+1,000
HYG icon
6
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.8B
$27.9M 1.87%
343,165
FTSL icon
7
First Trust Senior Loan Fund ETF
FTSL
$2.22B
$26.1M 1.76%
570,196
JNJ icon
8
Johnson & Johnson
JNJ
$577B
$25.4M 1.71%
136,918
ABBV icon
9
AbbVie
ABBV
$411B
$24.3M 1.63%
104,963
MMM icon
10
3M
MMM
$82.3B
$21M 1.41%
135,587
-26,505
PSX icon
11
Phillips 66
PSX
$66.7B
$17M 1.14%
125,019
LMT icon
12
Lockheed Martin
LMT
$151B
$15.2M 1.02%
30,438
MCO icon
13
Moody's
MCO
$83.3B
$15.1M 1.02%
31,689
BRK.B icon
14
Berkshire Hathaway Class B
BRK.B
$1.08T
$14M 0.94%
27,878
+3,205
MDT icon
15
Medtronic
MDT
$119B
$13.8M 0.93%
144,952
DHR icon
16
Danaher
DHR
$143B
$12.8M 0.86%
64,712
LIN icon
17
Linde
LIN
$227B
$12.1M 0.81%
25,500
ROP icon
18
Roper Technologies
ROP
$37.7B
$7.78M 0.52%
15,600
ISRG icon
19
Intuitive Surgical
ISRG
$176B
$7.56M 0.51%
16,913
-634
RSG icon
20
Republic Services
RSG
$71.5B
$7.39M 0.5%
32,200
WAT icon
21
Waters Corp
WAT
$31B
$6.89M 0.46%
22,997
BHP icon
22
BHP
BHP
$192B
$6.64M 0.45%
119,021
J icon
23
Jacobs Solutions
J
$16B
$6.41M 0.43%
42,800
ZTS icon
24
Zoetis
ZTS
$51.6B
$6.07M 0.41%
41,494
+33,950
AME icon
25
Ametek
AME
$51.9B
$6.06M 0.41%
32,239
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