HBS
Howard Bailey Securities Portfolio holdings
AUM
$261M
This Quarter Return
+5.3%
1 Year Return
+11.93%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$264M
AUM Growth
–
Cap. Flow
+$264M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
38.82%
Holding
164
New
164
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.78% |
| 2 | Financials | 2.04% |
| 3 | Healthcare | 1.99% |
| 4 | Communication Services | 1.01% |
| 5 | Consumer Discretionary | 0.85% |
