HPM
Hoxton Planning & Management Portfolio holdings
AUM
$289M
This Quarter Return
+6.58%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$188M
AUM Growth
–
Cap. Flow
+$188M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
47.49%
Holding
157
New
157
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$32.9M |
| 2 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$11.1M |
| 3 |
iShares Core Total USD Bond Market ETF
IUSB
|
$10.4M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$7.1M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$7.05M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 6.03% |
| 2 | Healthcare | 2.74% |
| 3 | Financials | 2.69% |
| 4 | Consumer Discretionary | 1.58% |
| 5 | Communication Services | 1.38% |
