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
$3.55B
AUM Growth
-$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1 +$41.9M
2 +$8.15M
3 +$8.1M
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$6.95M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.37M

Sector Composition

1 Financials 14.87%
2 Healthcare 13.59%
3 Technology 13.58%
4 Consumer Discretionary 11.64%
5 Industrials 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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