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
$5.17B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
720
New
Increased
Reduced
Closed

Top Buys

1
+$75M
2
+$4.17M
3
+$4.02M
4
AMAT icon
Applied Materials
AMAT
+$4.01M
5
DD icon
DuPont de Nemours
DD
+$3.83M

Top Sells

1
+$23.7M
2
+$17.2M
3
+$11.5M
4
MAT icon
Mattel
MAT
+$7.6M
5
NVDA icon
NVIDIA
NVDA
+$5.64M

Sector Composition

1 Financials 17.53%
2 Technology 15.63%
3 Healthcare 12.58%
4 Consumer Discretionary 11.76%
5 Industrials 9.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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