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
201
$18.7K 0.01%
+150
202
$18.4K 0.01%
+299
203
$18.4K 0.01%
+150
204
$18.1K 0.01%
+450
205
$17.8K 0.01%
+70
206
$17.5K 0.01%
+200
207
$17.2K 0.01%
+103
208
$16.9K 0.01%
+170
209
$16.4K 0.01%
+100
210
$16.3K 0.01%
+283
211
$15.5K 0.01%
+150
212
$15.3K 0.01%
+199
213
$14.9K 0.01%
+200
214
$14.9K 0.01%
+66
215
$14.8K 0.01%
+2,000
216
$14.8K 0.01%
+66
217
$14.3K 0.01%
+16
218
$14.1K 0.01%
+189
219
$13.1K 0.01%
+100
220
$13.1K 0.01%
+1,400
221
$12.9K 0.01%
+145
222
$12.8K 0.01%
+496
223
$12.6K 0.01%
+216
224
$12.5K 0.01%
+328
225
$12.4K 0.01%
+56