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
$223M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.28%
2 Financials 4.97%
3 Communication Services 3.74%
4 Consumer Discretionary 3.32%
5 Healthcare 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$202K 0.09%
+987
102
$51K 0.02%
20,000
103
-832