HPC

Hobart Private Capital Portfolio holdings

AUM $478M
1-Year Est. Return 12.12%
This Quarter Est. Return
1 Year Est. Return
+12.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
+$1.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$801K
2 +$638K
3 +$600K
4
TBX icon
ProShares Short 7-10 Year Treasury
TBX
+$595K
5
VTV icon
Vanguard Value ETF
VTV
+$564K

Top Sells

1 +$644K
2 +$610K
3 +$577K
4
SKT icon
Tanger
SKT
+$479K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$410K

Sector Composition

1 Communication Services 8.41%
2 Energy 8.27%
3 Consumer Staples 8.11%
4 Utilities 6.05%
5 Healthcare 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-4,306