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
$3.31B
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$7.06M
2
+$4.41M
3
+$3.67M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.15M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.04M

Top Sells

1
+$4.16M
2
+$4.12M
3
+$3.93M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.54M
5
IYW icon
iShares US Technology ETF
IYW
+$3.42M

Sector Composition

1 Healthcare 14.76%
2 Financials 13.92%
3 Technology 12.82%
4 Consumer Discretionary 9.79%
5 Consumer Staples 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
– –
-2,518
702
– –
-7,712
703
– –
-4,490
704
– –
-9,592
705
– –
-12,832
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