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
576
$255K 0.01%
4,678
+710
577
$255K 0.01%
+5,640
578
$254K 0.01%
4,050
-300
579
$253K 0.01%
5,100
+1,000
580
$252K 0.01%
+10,658
581
$250K 0.01%
+8,199
582
$249K 0.01%
22,796
+4,359
583
$249K 0.01%
18,130
584
$248K 0.01%
21,369
-3,407
585
$247K 0.01%
9,097
+1,440
586
$244K 0.01%
5,612
587
$244K 0.01%
7,912
+223
588
$244K 0.01%
+5,606
589
$243K 0.01%
5,336
590
$242K 0.01%
8,656
-9,215
591
$236K 0.01%
1,946
592
$236K 0.01%
12,468
-2,001
593
$234K 0.01%
4,974
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594
$233K 0.01%
12,130
+1,850
595
$233K 0.01%
6,671
-600
596
$232K 0.01%
5,113
-4,127
597
$232K 0.01%
+1,932
598
$231K 0.01%
+14,146
599
$225K 0.01%
12,781
+1,425
600
$225K 0.01%
2,000
22 23
24
25 26