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
$3.66B
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$6.63M
2
+$5.81M
3
+$4.83M
4
HOG icon
Harley-Davidson
HOG
+$4.43M
5
HD icon
Home Depot
HD
+$4.16M

Top Sells

1
+$4.56M
2
+$4.52M
3
+$4.33M
4
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$3.77M
5
LUV icon
Southwest Airlines
LUV
+$3.34M

Sector Composition

1 Healthcare 15.86%
2 Financials 14.03%
3 Technology 13.68%
4 Consumer Discretionary 10.63%
5 Consumer Staples 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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704
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710
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714
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720
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722
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723
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725
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