HBWM

Hollow Brook Wealth Management Portfolio holdings

AUM $392M
1-Year Est. Return 36.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$6.3M
3
+$4.78M
4
AFL icon
Aflac
AFL
+$4.33M
5
CEG icon
Constellation Energy
CEG
+$2.06M

Top Sells

1
+$2.05M
2
+$1.87M
3
+$1.41M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.09M
5
AAPL icon
Apple
AAPL
+$1.08M

Sector Composition

1 Technology 14.67%
2 Consumer Discretionary 9.96%
3 Financials 9.41%
4 Healthcare 7.92%
5 Energy 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$32K 0.01%
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4