HFRG
Houlihan Financial Resource Group Portfolio holdings
AUM
$241M
This Quarter Return
+4.91%
1 Year Return
+11.19%
3 Year Return
+40.54%
5 Year Return
–
10 Year Return
–
AUM
$155M
AUM Growth
–
Cap. Flow
+$155M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
44.13%
Holding
93
New
93
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$14.1M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$8.06M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
$7.63M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$7.48M |
| 5 |
iShares Preferred and Income Securities ETF
PFF
|
$7.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 6.25% |
| 2 | Communication Services | 4.06% |
| 3 | Financials | 3.93% |
| 4 | Consumer Staples | 2.71% |
| 5 | Consumer Discretionary | 2.37% |
