HFRG

Houlihan Financial Resource Group Portfolio holdings

AUM $241M
1-Year Est. Return 11.19%
This Quarter Est. Return
1 Year Est. Return
+11.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$173M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1 +$15.1M
2 +$9.13M
3 +$8.53M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$7.32M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$6.17M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.16%
2 Financials 5.63%
3 Communication Services 4.62%
4 Consumer Discretionary 3.65%
5 Industrials 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$4K ﹤0.01%
+223
302
$4K ﹤0.01%
+250
303
$4K ﹤0.01%
+229
304
$4K ﹤0.01%
+10
305
$4K ﹤0.01%
+225
306
$3K ﹤0.01%
+206
307
$3K ﹤0.01%
+241
308
$3K ﹤0.01%
+300
309
$2K ﹤0.01%
+300