HAM

Hillcrest Asset Management Portfolio holdings

AUM $656M
1-Year Est. Return 31.12%
This Quarter Est. Return
1 Year Est. Return
+31.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$397M
AUM Growth
-$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$8.8M
2 +$8.38M
3 +$8.26M

Top Sells

1 +$10.6M
2 +$9.61M
3 +$7.36M
4
FSS icon
Federal Signal
FSS
+$6.89M
5
BKH icon
Black Hills Corp
BKH
+$45.4K

Sector Composition

1 Financials 24.8%
2 Industrials 13.62%
3 Consumer Discretionary 11.69%
4 Technology 10.97%
5 Real Estate 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-144,214
52
-519,670
53
-290,940