HBWM
Hollow Brook Wealth Management Portfolio holdings
AUM
$342M
This Quarter Return
+0.4%
1 Year Return
+23.09%
3 Year Return
+83.38%
5 Year Return
+113.32%
10 Year Return
+247.25%
AUM
$271M
AUM Growth
–
Cap. Flow
+$271M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
48.67%
Holding
63
New
63
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Argan
AGX
|
$20.6M |
| 2 |
Gilead Sciences
GILD
|
$18.8M |
| 3 |
Nasdaq
NDAQ
|
$12.9M |
| 4 |
Pfizer
PFE
|
$12.7M |
| 5 |
Microsoft
MSFT
|
$12.3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 27.11% |
| 2 | Energy | 17.39% |
| 3 | Technology | 12.25% |
| 4 | Industrials | 8.93% |
| 5 | Communication Services | 7.56% |
