HIC

Holderness Investments Company Portfolio holdings

AUM $492M
1-Year Est. Return 25.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$204M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$4.97M
2 +$446K
3 +$336K
4
PYPL icon
PayPal
PYPL
+$271K
5
XL
XL Group Ltd.
XL
+$252K

Sector Composition

1 Technology 19.7%
2 Industrials 10.43%
3 Healthcare 10.34%
4 Consumer Discretionary 10.21%
5 Communication Services 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-19,338
202
-48,586