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
176
$30.2K 0.02%
+140
177
$29.5K 0.02%
+139
178
$29.4K 0.02%
+550
179
$29.2K 0.02%
+650
180
$28.9K 0.02%
+214
181
$28.9K 0.02%
+150
182
$28.3K 0.02%
+230
183
$27.6K 0.02%
+393
184
$27.6K 0.02%
+160
185
$26.9K 0.02%
+136
186
$26K 0.02%
+600
187
$25.7K 0.02%
+1,000
188
$25.6K 0.02%
+469
189
$25.1K 0.02%
+90
190
$25.1K 0.02%
+350
191
$25K 0.02%
+395
192
$24K 0.02%
+413
193
$23.5K 0.02%
+225
194
$23.1K 0.02%
+120
195
$23.1K 0.02%
+250
196
$22.9K 0.02%
+395
197
$22.1K 0.02%
+176
198
$21.9K 0.02%
+226
199
$20K 0.02%
+200
200
$19.2K 0.01%
+227