HSA

HBK Sorce Advisory Portfolio holdings

AUM $3.99B
1-Year Est. Return 13.91%
This Quarter Est. Return
1 Year Est. Return
+13.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$288M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Staples 5.53%
2 Energy 4.74%
3 Technology 4.2%
4 Financials 3.95%
5 Industrials 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-3,307