HIC

Holderness Investments Company Portfolio holdings

AUM $490M
1-Year Est. Return 23.07%
This Quarter Est. Return
1 Year Est. Return
+23.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
-$1.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1 +$954K
2 +$877K
3 +$278K
4
DXC icon
DXC Technology
DXC
+$246K
5
ZION icon
Zions Bancorporation
ZION
+$241K

Top Sells

1 +$411K
2 +$317K
3 +$255K
4
SNY icon
Sanofi
SNY
+$218K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$217K

Sector Composition

1 Technology 20.36%
2 Consumer Discretionary 10.81%
3 Industrials 10.28%
4 Healthcare 9.85%
5 Communication Services 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-5,060