PHS

Pekin Hardy Strauss Portfolio holdings

AUM $878M
1-Year Est. Return 25.82%
This Quarter Est. Return
1 Year Est. Return
+25.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$572M
AUM Growth
+$60.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1 +$11.5M
2 +$7.72M
3 +$3.37M
4
SKM icon
SK Telecom
SKM
+$2.72M
5
MOS icon
The Mosaic Company
MOS
+$2.63M

Top Sells

1 +$12.4M
2 +$5.19M
3 +$3.34M
4
ERJ icon
Embraer
ERJ
+$2.69M
5
OUNZ icon
VanEck Merk Gold Trust
OUNZ
+$2.17M

Sector Composition

1 Communication Services 13.18%
2 Healthcare 12.07%
3 Industrials 12.01%
4 Financials 8.93%
5 Technology 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-20,350
227
0
228
-3,520