HB
Homrich & Berg Portfolio holdings
AUM
$4.46B
This Quarter Return
-19.03%
1 Year Return
+22.6%
3 Year Return
+38.37%
5 Year Return
+75.82%
10 Year Return
–
AUM
$1.77B
AUM Growth
+$1.77B
(-18%)
Cap. Flow
+$18.9M
Cap. Flow
% of AUM
1.07%
Top 10 Holdings %
Top 10 Hldgs %
73.22%
Holding
371
New
9
Increased
99
Reduced
167
Closed
73
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$56.4M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$28.5M |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
$23.7M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$11.8M |
| 5 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$9.77M |
Top Sells
Sector Composition
| 1 | Technology | 3.51% |
| 2 | Financials | 2.44% |
| 3 | Consumer Discretionary | 2.26% |
| 4 | Healthcare | 1.94% |
| 5 | Consumer Staples | 1.94% |
