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
$175M
AUM Growth
+$6.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$724K

Top Sells

No sells this quarter

Sector Composition

1 Financials 31.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$119M 68.14%
403,565
+2,455
2
$55.6M 31.86%
1,291,584