HFS

HL Financial Services Portfolio holdings

AUM $6.5B
1-Year Est. Return 9.56%
This Fund
S&P 500
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
+$43.3M
2
+$8.01M
3
+$7.98M
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$6.91M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.34M

Top Sells

1
+$32.9M
2
+$7.68M
3
+$7.64M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$7.59M
5
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$5.39M

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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679
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683
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685
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686
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687
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688
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689
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690
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691
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692
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693
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694
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695
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696
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697
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