HFAS

Hummer Financial Advisory Services Portfolio holdings

AUM $137M
1-Year Est. Return 9.94%
This Quarter Est. Return
1 Year Est. Return
+9.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$92.6M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$11.6M
2 +$10.7M
3 +$6.51M
4
AMZN icon
Amazon
AMZN
+$4.39M
5
JNJ icon
Johnson & Johnson
JNJ
+$2.09M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.56%
2 Industrials 10.22%
3 Healthcare 9.53%
4 Consumer Discretionary 7.52%
5 Consumer Staples 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$201K 0.22%
+3,000
102
$200K 0.22%
+950