HBWM

Hollow Brook Wealth Management Portfolio holdings

AUM $342M
1-Year Est. Return 23.09%
This Quarter Est. Return
1 Year Est. Return
+23.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
-$5.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$1.98M
3
+$1.79M
4
KMX icon
CarMax
KMX
+$1.5M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.44M

Top Sells

1
+$6.98M
2
+$2.28M
3
+$1.75M
4
AEM icon
Agnico Eagle Mines
AEM
+$1.52M
5
SPC icon
CrossingBridge Pre-Merger SPAC ETF
SPC
+$1.21M

Sector Composition

1 Technology 13.28%
2 Energy 9.4%
3 Consumer Discretionary 9.12%
4 Financials 8.57%
5 Healthcare 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-33,282
77
– –
-5,220
78
– –
-32,078
79
– –
-24,857
80
– –
-58,794
1 2 3
4