HFRG
Houlihan Financial Resource Group Portfolio holdings
AUM
$241M
1-Year Est. Return
11.19%
1 Year Est. Return
+11.19%
AUM
$241M
AUM Growth
+$18.6M
(+8.3%)
Holding
110
Top Buys
| 1 | +$2.3M | |
| 2 | +$2.12M | |
| 3 | +$1.2M | |
| 4 |
NVIDIA
NVDA
|
+$912K |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$503K |
Top Sells
| 1 | +$475K | |
| 2 | +$456K | |
| 3 | +$455K | |
| 4 |
UnitedHealth
UNH
|
+$274K |
| 5 |
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
|
+$237K |
Sector Composition
| 1 | Technology | 7.76% |
| 2 | Financials | 5.28% |
| 3 | Communication Services | 3.99% |
| 4 | Consumer Discretionary | 3.6% |
| 5 | Consumer Staples | 1.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
3M
MMM
$81.3B
| $252K | 0.1% |
1,673
-240
|
|
||
102
Wells Fargo
WFC
$262B
| $237K | 0.1% |
2,949
|
|
||
103
FedEx
FDX
$56.1B
| $220K | 0.09% |
975
-50
|
|
||
104
Truist Financial
TFC
$54.5B
| $210K | 0.09% |
4,871
|
|
||
105
iShares Select Dividend ETF
DVY
$20.6B
| $206K | 0.09% |
1,524
|
|
||
106
Stryker
SYK
$143B
| $205K | 0.09% |
+521
|
|
||
107
Constellation Energy
CEG
$121B
| $203K | 0.08% |
+583
|
|
||
108
Vanguard Large-Cap ETF
VV
$46B
| – | – |
-1,773
|
|
||
109
Novartis
NVS
$254B
| – | – |
-1,850
|
|
||
|
110
UnitedHealth
UNH
$323B
| – | – |
-524
|
|