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
$5B
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
709
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$4.62M
3
+$4.45M
4
JPM icon
JPMorgan Chase
JPM
+$4.26M
5
BYD icon
Boyd Gaming
BYD
+$3.41M

Top Sells

1
+$2.94M
2
+$2.48M
3
+$2.48M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.23M
5
FDT icon
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
+$2.23M

Sector Composition

1 Financials 17.42%
2 Technology 15.55%
3 Healthcare 12.69%
4 Consumer Discretionary 11.1%
5 Industrials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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