HPM
Hoxton Planning & Management Portfolio holdings
AUM
$289M
This Quarter Return
+7.33%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$182M
AUM Growth
+$182M
(-3.5%)
Cap. Flow
-$16.8M
Cap. Flow
% of AUM
-9.23%
Top 10 Holdings %
Top 10 Hldgs %
47.95%
Holding
175
New
18
Increased
43
Reduced
90
Closed
19
Top Buys
| 1 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$6.82M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$2.19M |
| 3 |
iShares US Treasury Bond ETF
GOVT
|
$1.79M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.55M |
| 5 |
iShares MSCI EAFE Growth ETF
EFG
|
$1.31M |
Top Sells
Sector Composition
| 1 | Technology | 7.66% |
| 2 | Healthcare | 2.86% |
| 3 | Financials | 2.63% |
| 4 | Consumer Discretionary | 1.97% |
| 5 | Communication Services | 1.97% |
