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HRC
Hoertkorn Richard Charles Portfolio holdings
AUM
$122M
1-Year Est. Return
31%
This Fund
S&P 500
1 Year Est. Return
+31%
AUM
$122M
AUM Growth
-$136M
(-53%)
Holding
79
Top Sells
| 1 | +$16.8M | |
| 2 | +$13.3M | |
| 3 | +$13.2M | |
| 4 |
Kinder Morgan
KMI
|
+$9.5M |
| 5 |
Bank of America
BAC
|
+$8.14M |
Sector Composition
| 1 | Technology | 28.69% |
| 2 | Financials | 13.98% |
| 3 | Communication Services | 13.94% |
| 4 | Energy | 13.08% |
| 5 | Industrials | 13.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
ConocoPhillips
COP
$145B
| – | – |
-13,207
|
|
||
77
Kimberly-Clark
KMB
$32.4B
| – | – |
-624
|
|
||
78
Kura Oncology
KURA
$760M
| – | – |
-2,000
|
|