PI

PHH Investments Portfolio holdings

AUM $378M
1-Year Est. Return 19.74%
This Quarter Est. Return
1 Year Est. Return
+19.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$299M
AUM Growth
+$7.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Sells

1 +$13M
2 +$7.61M
3 +$2.27M
4
PYPL icon
PayPal
PYPL
+$1.37M
5
BFH icon
Bread Financial
BFH
+$1.22M

Sector Composition

1 Financials 4.19%
2 Industrials 4.1%
3 Technology 2.93%
4 Healthcare 2.83%
5 Communication Services 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-3,475