HFS

Hopwood Financial Services Portfolio holdings

AUM $150M
1-Year Est. Return 12.63%
This Quarter Est. Return
1 Year Est. Return
+12.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
-$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1 +$837K
2 +$798K
3 +$397K
4
NFLX icon
Netflix
NFLX
+$360K
5
TSPA icon
T. Rowe Price US Equity Research ETF
TSPA
+$323K

Top Sells

1 +$749K
2 +$398K
3 +$258K
4
BND icon
Vanguard Total Bond Market
BND
+$248K
5
DIS icon
Walt Disney
DIS
+$245K

Sector Composition

1 Technology 5.05%
2 Energy 4.75%
3 Financials 3.96%
4 Consumer Staples 2.91%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$21.6K 0.02%
356
+236
202
$21.4K 0.02%
90
203
$20.6K 0.02%
103
204
$18.7K 0.01%
227
205
$18K 0.01%
283
206
$17.3K 0.01%
70
207
$17.3K 0.01%
100
208
$16.3K 0.01%
112
+56
209
$16.1K 0.01%
850
-150
210
$14.7K 0.01%
199
211
$14.4K 0.01%
196
212
$14.3K 0.01%
150
213
$14.3K 0.01%
+150
214
$13.8K 0.01%
+25
215
$13.6K 0.01%
200
216
$13.6K 0.01%
145
217
$13.1K 0.01%
216
218
$12.9K 0.01%
200
219
$12.9K 0.01%
66
220
$12.7K 0.01%
150
221
$12.4K 0.01%
113
222
$12.2K 0.01%
150
223
$11.9K 0.01%
100
224
$11.9K 0.01%
130
225
$11.8K 0.01%
40