HSA
HBK Sorce Advisory Portfolio holdings
AUM
$3.69B
1-Year Return
13.71%
This Quarter Return
+8.47%
1 Year Return
+13.71%
3 Year Return
+53.56%
5 Year Return
+87.16%
10 Year Return
+162.83%
AUM
$1.98B
AUM Growth
+$162M
(+9%)
Cap. Flow
+$22.6M
Cap. Flow
% of AUM
1.15%
Top 10 Holdings %
Top 10 Hldgs %
48.43%
Holding
632
New
44
Increased
274
Reduced
211
Closed
37
Top Buys
| 1 |
Xometry
XMTR
|
$4.72M |
| 2 |
Vanguard Russell 1000 Growth ETF
VONG
|
$3.42M |
| 3 |
Schwab Emerging Markets Equity ETF
SCHE
|
$3.4M |
| 4 |
Apple
AAPL
|
$2.98M |
| 5 |
iShares Exponential Technologies ETF
XT
|
$2.74M |
Top Sells
Sector Composition
| 1 | Technology | 9.14% |
| 2 | Financials | 6.74% |
| 3 | Healthcare | 4.4% |
| 4 | Industrials | 4.04% |
| 5 | Consumer Discretionary | 3.61% |
