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
$4.65B
AUM Growth
+$359M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
706
New
Increased
Reduced
Closed

Top Buys

1 +$10M
2 +$9.93M
3 +$9.53M
4
AAPL icon
Apple
AAPL
+$8.38M
5
CVS icon
CVS Health
CVS
+$7.83M

Sector Composition

1 Financials 17.07%
2 Technology 14.36%
3 Healthcare 12.09%
4 Consumer Discretionary 11.12%
5 Industrials 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
-12,807
702
-7,549
703
-49,943
704
-8,914
705
-40,409
706
-17,773