WIL

Winifred I. Li Portfolio holdings

AUM $106M
1-Year Est. Return 11.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
+$1.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
573
New
Increased
Reduced
Closed

Top Buys

1 +$507K
2 +$367K
3 +$359K
4
EQT icon
EQT Corp
EQT
+$285K
5
KMI icon
Kinder Morgan
KMI
+$155K

Top Sells

1 +$1.57M
2 +$361K
3 +$303K
4
MMM icon
3M
MMM
+$298K
5
APA icon
APA Corp
APA
+$289K

Sector Composition

1 Technology 13.04%
2 Financials 12.92%
3 Healthcare 12.41%
4 Industrials 11.66%
5 Energy 11.27%