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
$600M
AUM Growth
-$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$2.5M
3
+$2.41M
4
MU icon
Micron Technology
MU
+$2.06M
5
PHYS icon
Sprott Physical Gold
PHYS
+$1.69M

Top Sells

1
+$6.88M
2
+$3.49M
3
+$3.37M
4
BLMN icon
Bloomin' Brands
BLMN
+$2.48M
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$2.18M

Sector Composition

1 Energy 15.87%
2 Financials 10.7%
3 Technology 9.38%
4 Materials 9.03%
5 Healthcare 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
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