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
$206M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Sells

1 +$6.22M
2 +$615K
3 +$400K
4
PYPL icon
PayPal
PYPL
+$329K
5
VZ icon
Verizon
VZ
+$190K

Sector Composition

1 Technology 7.23%
2 Financials 4.95%
3 Communication Services 3.68%
4 Consumer Discretionary 3.11%
5 Healthcare 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-245,032