HF
Holcombe Financial Portfolio holdings
AUM
$170M
1-Year Est. Return
11.51%
This Fund
S&P 500
1 Year Est. Return
+11.51%
AUM
$170M
AUM Growth
+$10.9M
(+6.8%)
Holding
52
Top Buys
| 1 | +$1.7M | |
| 2 | +$1.33M | |
| 3 | +$1.06M | |
| 4 |
YGLD
Simplify Gold Strategy PLUS Income ETF
YGLD
|
+$1.01M |
| 5 |
DoubleLine Opportunistic Bond ETF
DBND
|
+$958K |
Top Sells
| 1 | +$837K | |
| 2 | +$783K | |
| 3 | +$242K | |
| 4 |
Apple
AAPL
|
+$70.5K |
| 5 |
Home Depot
HD
|
+$64.5K |
Sector Composition
| 1 | Technology | 13.18% |
| 2 | Financials | 2.1% |
| 3 | Energy | 1.44% |
| 4 | Consumer Staples | 1.34% |
| 5 | Communication Services | 0.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
SPDR Gold Trust
GLD
$158B
| – | – |
-2,112
|
|
||
52
American Express
AXP
$219B
| – | – |
-655
|
|