HFS

HL Financial Services Portfolio holdings

AUM $6.5B
1-Year Est. Return 9.56%
This Quarter Est. Return
1 Year Est. Return
+9.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.44B
AUM Growth
+$8.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
725
New
Increased
Reduced
Closed

Top Buys

1
+$9M
2
+$7.65M
3
+$5.22M
4
GIS icon
General Mills
GIS
+$3.99M
5
INTC icon
Intel
INTC
+$3.08M

Top Sells

1
+$19.1M
2
+$7.46M
3
+$5.06M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.04M
5
DVY icon
iShares Select Dividend ETF
DVY
+$5M

Sector Composition

1 Healthcare 15.2%
2 Financials 14.01%
3 Technology 13.84%
4 Consumer Discretionary 9.68%
5 Consumer Staples 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$408K 0.01%
+6,530
452
$405K 0.01%
21,711
-150
453
$404K 0.01%
8,946
+1,463
454
$404K 0.01%
4,827
+702
455
$403K 0.01%
+6,633
456
$401K 0.01%
14,167
+904
457
$400K 0.01%
12,517
-8,864
458
$399K 0.01%
+47,481
459
$398K 0.01%
9,325
-312
460
$396K 0.01%
7,257
-777
461
$394K 0.01%
9,647
+215
462
$393K 0.01%
19,173
-729
463
$391K 0.01%
7,376
+1,170
464
$391K 0.01%
4,635
-15
465
$390K 0.01%
35,881
+16,501
466
$389K 0.01%
3,772
467
$388K 0.01%
+5,819
468
$387K 0.01%
7,203
+3
469
$387K 0.01%
4,128
-389
470
$386K 0.01%
+7,158
471
$385K 0.01%
15,786
-100
472
$385K 0.01%
10,216
+2,848
473
$385K 0.01%
6,420
+100
474
$384K 0.01%
12,733
-228
475
$384K 0.01%
10,984
+1,400
17 18
19
20 21