HS

Huntington Steele Portfolio holdings

AUM $387M
1-Year Est. Return 23.48%
This Quarter Est. Return
1 Year Est. Return
+23.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$369M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Sells

1 +$1,000K
2 +$462K
3 +$176K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$56.9K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$40.3K

Sector Composition

1 Consumer Discretionary 27.13%
2 Technology 10.17%
3 Real Estate 5.23%
4 Energy 5.18%
5 Healthcare 2.13%