HF
Hoxton Financial Portfolio holdings
AUM
$194M
This Quarter Return
-8.21%
1 Year Return
-6.21%
3 Year Return
+15.34%
5 Year Return
–
10 Year Return
–
AUM
$210M
AUM Growth
+$210M
(-13%)
Cap. Flow
-$1.99M
Cap. Flow
% of AUM
-0.95%
Top 10 Holdings %
Top 10 Hldgs %
56.73%
Holding
398
New
34
Increased
79
Reduced
24
Closed
34
Top Buys
| 1 |
SPDR S&P Pharmaceuticals ETF
XPH
|
$3.82M |
| 2 |
SPDR S&P Biotech ETF
XBI
|
$3.09M |
| 3 |
Southwest Airlines
LUV
|
$771K |
| 4 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$746K |
| 5 |
Wells Fargo
WFC
|
$448K |
Top Sells
Sector Composition
| 1 | Financials | 1.87% |
| 2 | Technology | 1.83% |
| 3 | Industrials | 1.82% |
| 4 | Healthcare | 1.63% |
| 5 | Consumer Discretionary | 1.51% |
