HIH

HRS Investment Holdings Portfolio holdings

AUM $77.4M
1-Year Est. Return 16.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-16.69%
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 +$4.86M
2 +$4.32M
3 +$3.25M
4
AAL icon
American Airlines Group
AAL
+$2.93M
5
JPM icon
JPMorgan Chase
JPM
+$2.77M

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
$28K 0.03%
+5,880