HFAS
Hummer Financial Advisory Services Portfolio holdings
AUM
$133M
1-Year Return
14.51%
This Quarter Return
+6.44%
1 Year Return
+14.51%
3 Year Return
+55.11%
5 Year Return
+100.3%
10 Year Return
–
AUM
$102M
AUM Growth
+$8.13M
(+8.6%)
Cap. Flow
+$2.59M
Cap. Flow
% of AUM
2.54%
Top 10 Holdings %
Top 10 Hldgs %
54.57%
Holding
98
New
16
Increased
2
Reduced
5
Closed
–
Top Buys
| 1 |
AeroVironment
AVAV
|
$276K |
| 2 |
Advanced Micro Devices
AMD
|
$268K |
| 3 |
McKesson
MCK
|
$257K |
| 4 |
Cigna
CI
|
$236K |
| 5 |
Kroger
KR
|
$235K |
Top Sells
| 1 |
Aon
AON
|
$483K |
| 2 |
Amazon
AMZN
|
$261K |
| 3 |
Steris
STE
|
$225K |
| 4 |
Autodesk
ADSK
|
$164K |
| 5 |
IBM
IBM
|
$7.23K |
Sector Composition
| 1 | Technology | 23.3% |
| 2 | Industrials | 9% |
| 3 | Healthcare | 8.38% |
| 4 | Consumer Discretionary | 7.56% |
| 5 | Consumer Staples | 4.98% |
