HF
Holcombe Financial Portfolio holdings
AUM
$133M
This Quarter Return
+0.41%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$121M
AUM Growth
–
Cap. Flow
+$121M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
86.89%
Holding
37
New
37
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab Short-Term US Treasury ETF
SCHO
|
$24.7M |
| 2 |
Apple
AAPL
|
$22.8M |
| 3 |
Invesco Short Term Treasury ETF
TBLL
|
$12.7M |
| 4 |
Overlay Shares Short Term Bond ETF
OVT
|
$11M |
| 5 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$10.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 18.97% |
| 2 | Energy | 1.34% |
| 3 | Financials | 1.1% |
| 4 | Consumer Staples | 1.06% |
| 5 | Consumer Discretionary | 1% |
