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
$104M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$4.47M
2 +$4.44M
3 +$3.26M
4
AAL icon
American Airlines Group
AAL
+$2.86M
5
STZ icon
Constellation Brands
STZ
+$2.85M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 17.65%
2 Industrials 14.58%
3 Financials 13.49%
4 Technology 11.14%
5 Consumer Discretionary 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$137K 0.13%
+10,000
77
$28K 0.03%
+5,880