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
$3.31B
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$4.51M
3
+$3.7M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.18M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.04M

Top Sells

1
+$4.24M
2
+$4.21M
3
+$4.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.6M
5
IYW icon
iShares US Technology ETF
IYW
+$3.42M

Sector Composition

1 Healthcare 14.76%
2 Financials 13.92%
3 Technology 12.82%
4 Consumer Discretionary 9.79%
5 Consumer Staples 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$368K 0.01%
16,805
+2,009
477
$367K 0.01%
5,105
-3,176
478
$357K 0.01%
7,468
+772
479
$356K 0.01%
27,327
+2,309
480
$356K 0.01%
18,137
-163,932
481
$355K 0.01%
4,175
482
$355K 0.01%
+28,987
483
$354K 0.01%
18,840
+2,532
484
$352K 0.01%
4,335
485
$349K 0.01%
17,571
+1,633
486
$349K 0.01%
5,360
487
$348K 0.01%
3,292
+1,071
488
$346K 0.01%
+11,156
489
$345K 0.01%
10,288
+227
490
$342K 0.01%
6,320
491
$341K 0.01%
15,602
+4,978
492
$341K 0.01%
70
-29
493
$339K 0.01%
16,966
+2,048
494
$338K 0.01%
+8,169
495
$336K 0.01%
9,589
496
$334K 0.01%
7,460
497
$334K 0.01%
1,081
-17
498
$333K 0.01%
6,145
+1,937
499
$333K 0.01%
11,025
500
$332K 0.01%
+11,217
18 19
20
21 22