HFS

Hopwood Financial Services Portfolio holdings

AUM $128M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$11.8M
3
+$11.5M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$6.51M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.06M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.2%
2 Energy 4.21%
3 Financials 3.46%
4 Consumer Staples 2.95%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$12.4K 0.01%
+150
227
$12.3K 0.01%
+196
228
$12.1K 0.01%
+100
229
$12.1K 0.01%
+50
230
$11.8K 0.01%
+113
231
$11.8K 0.01%
+200
232
$11.8K 0.01%
+507
233
$11.6K 0.01%
+40
234
$11.6K 0.01%
+100
235
$11.3K 0.01%
+150
236
$11.2K 0.01%
+60
237
$11.2K 0.01%
+130
238
$11K 0.01%
+60
239
$11K 0.01%
+150
240
$10.3K 0.01%
+600
241
$10.2K 0.01%
+100
242
$10K 0.01%
+163
243
$9.69K 0.01%
+152
244
$9.12K 0.01%
+33
245
$9.11K 0.01%
+56
246
$8.9K 0.01%
+59
247
$8.85K 0.01%
+50
248
$8.43K 0.01%
+35
249
$8.34K 0.01%
+57
250
$7.67K 0.01%
+33
8 9
10
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