HPM
Hoxton Planning & Management Portfolio holdings
AUM
$289M
This Quarter Return
-1.95%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$262M
AUM Growth
–
Cap. Flow
+$262M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
41.3%
Holding
199
New
199
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$44.1M |
| 2 |
iShares Core Total USD Bond Market ETF
IUSB
|
$15.5M |
| 3 |
iShares Russell Mid-Cap ETF
IWR
|
$7.67M |
| 4 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$7.24M |
| 5 |
NVIDIA
NVDA
|
$6.98M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 9.77% |
| 2 | Financials | 3.87% |
| 3 | Healthcare | 2.68% |
| 4 | Communication Services | 2.34% |
| 5 | Consumer Discretionary | 2.16% |
