HIH

HRS Investment Holdings Portfolio holdings

AUM $77.4M
1-Year Est. Return 16.7%
This Quarter Est. Return
1 Year Est. Return
-16.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$77.4M
AUM Growth
-$9.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

1 +$4.47M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IVV icon
1
iShares Core S&P 500 ETF
IVV
$660B
$71M 91.73%
187,349
GLD icon
2
SPDR Gold Trust
GLD
$135B
$6.4M 8.27%
37,994
+26,511