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
$108M
AUM Growth
-$42K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$205K
2 +$49.6K

Top Sells

1 +$213K
2 +$101K
3 +$42K
4
NEE icon
NextEra Energy
NEE
+$31.4K
5
SNA icon
Snap-on
SNA
+$31.3K

Sector Composition

1 Technology 23.5%
2 Consumer Discretionary 8.84%
3 Healthcare 8.36%
4 Industrials 7.02%
5 Consumer Staples 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$206K 0.19%
1,900
102
$205K 0.19%
+2,400
103
$203K 0.19%
2,233
104
$201K 0.19%
4,142
105
-897