HF

Hoxton Financial Portfolio holdings

AUM $194M
1-Year Est. Return 6.21%
This Quarter Est. Return
1 Year Est. Return
-6.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Sells

1 +$4.62M
2 +$1.93M
3 +$995K
4
EWW icon
iShares MSCI Mexico ETF
EWW
+$974K
5
PXI icon
Invesco Dorsey Wright Energy Momentum ETF
PXI
+$910K

Sector Composition

1 Financials 1.48%
2 Technology 1.18%
3 Industrials 1.15%
4 Healthcare 1.11%
5 Consumer Discretionary 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$10K ﹤0.01%
192
227
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+650
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388
+1
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$9K ﹤0.01%
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$9K ﹤0.01%
307
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$9K ﹤0.01%
+54
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151
+133
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246
$8K ﹤0.01%
+446
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$8K ﹤0.01%
84
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$8K ﹤0.01%
108
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$8K ﹤0.01%
200
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$8K ﹤0.01%
+200