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
$2.86B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1 +$32M
2 +$12.6M
3 +$10.5M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.16M
5
AAPL icon
Apple
AAPL
+$5.39M

Sector Composition

1 Financials 13.74%
2 Healthcare 13.72%
3 Technology 12.23%
4 Consumer Discretionary 10.46%
5 Consumer Staples 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
-10,150