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
$88.3M
AUM Growth
-$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$3.86M
2 +$252K
3 +$231K
4
T icon
AT&T
T
+$230K
5
NTRS icon
Northern Trust
NTRS
+$223K

Sector Composition

1 Technology 23.69%
2 Healthcare 10.06%
3 Industrials 7.7%
4 Consumer Staples 5.12%
5 Real Estate 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,900
102
-1,554
103
-11,600