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
$4.29B
AUM Growth
+$57.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$9.81M
2
+$8.9M
3
+$5.84M
4
USB icon
US Bancorp
USB
+$3.81M
5
LRCX icon
Lam Research
LRCX
+$3.66M

Top Sells

1
+$8.78M
2
+$8.57M
3
+$5.75M
4
ACN icon
Accenture
ACN
+$4.82M
5
PAYX icon
Paychex
PAYX
+$4.31M

Sector Composition

1 Technology 14.43%
2 Financials 14.32%
3 Healthcare 13.12%
4 Consumer Discretionary 11.25%
5 Industrials 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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