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
$328M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$3.74M
2 +$3.32M
3 +$2.11M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.24M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.17M

Top Sells

1 +$1.04M
2 +$693K
3 +$380K
4
GLPI icon
Gaming and Leisure Properties
GLPI
+$363K
5
AIG icon
American International
AIG
+$216K

Sector Composition

1 Industrials 4.07%
2 Financials 4%
3 Technology 2.9%
4 Healthcare 2.7%
5 Communication Services 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$19K 0.01%
60,000