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HFRG
Houlihan Financial Resource Group Portfolio holdings
AUM
$257M
1-Year Est. Return
14.19%
This Fund
S&P 500
1 Year Est. Return
+14.19%
AUM
$223M
AUM Growth
+$16.7M
(+8.1%)
Holding
103
Top Buys
| 1 | +$984K | |
| 2 | +$849K | |
| 3 | +$740K | |
| 4 |
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
|
+$712K |
| 5 |
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
|
+$567K |
Top Sells
| 1 | +$217K | |
| 2 | +$121K | |
| 3 | +$109K | |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$106K |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$83K |
Sector Composition
| 1 | Technology | 7.28% |
| 2 | Financials | 4.97% |
| 3 | Communication Services | 3.74% |
| 4 | Consumer Discretionary | 3.32% |
| 5 | Healthcare | 1.7% |