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
$3.3B
AUM Growth
+$440M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$8.4M
3
+$5.62M
4
AGN
Allergan Inc
AGN
+$5.5M
5
AAPL icon
Apple
AAPL
+$5.23M

Top Sells

1
+$3.82M
2
+$3.82M
3
+$2.83M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$2.64M
5
YHOO
Yahoo Inc
YHOO
+$2.33M

Sector Composition

1 Healthcare 13.91%
2 Financials 13.35%
3 Technology 12.51%
4 Consumer Discretionary 10.54%
5 Consumer Staples 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$258K 0.01%
2,696
+279
552
$257K 0.01%
27,308
-3,011
553
$256K 0.01%
14,469
-117,912
554
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7,271
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555
$253K 0.01%
15,812
+2,689
556
$252K 0.01%
4,000
557
$252K 0.01%
24,093
+4,306
558
$250K 0.01%
+11,700
559
$249K 0.01%
3,470
+693
560
$246K 0.01%
5,336
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561
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562
$243K 0.01%
4,208
-2,037
563
$243K 0.01%
+3,473
564
$241K 0.01%
+3,186
565
$240K 0.01%
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566
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567
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569
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570
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571
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572
$233K 0.01%
11,518
-1,021
573
$231K 0.01%
+5,429
574
$231K 0.01%
+3,968
575
$231K 0.01%
+10,624
21 22
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