HFRG
Houlihan Financial Resource Group Portfolio holdings
AUM
$241M
This Quarter Return
+7.21%
1 Year Return
+11.19%
3 Year Return
+40.54%
5 Year Return
–
10 Year Return
–
AUM
$173M
AUM Growth
–
Cap. Flow
+$173M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
38.54%
Holding
309
New
309
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$15.1M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$9.13M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$8.53M |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
$7.32M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$6.17M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 7.16% |
| 2 | Financials | 5.63% |
| 3 | Communication Services | 4.62% |
| 4 | Consumer Discretionary | 3.65% |
| 5 | Industrials | 2.67% |
