HA
Hegarty Advisors Portfolio holdings
AUM
$115M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$115M
AUM Growth
–
Holding
55
Top Buys
| 1 | +$15.1M | |
| 2 | +$14.9M | |
| 3 | +$9.49M | |
| 4 |
Strive 500 ETF
STRV
|
+$6.77M |
| 5 |
Vanguard Total World Stock ETF
VT
|
+$5.3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 1.27% |
| 2 | Technology | 0.97% |
| 3 | Communication Services | 0.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Real Estate ETF
VNQ
$34.7B
| $216K | 0.19% |
+2,445
|
|
||
52
Pacer Trendpilot 100 ETF
PTNQ
$1.23B
| $215K | 0.19% |
+2,732
|
|
||
53
Alphabet (Google) Class A
GOOGL
$3.85T
| $213K | 0.18% |
+680
|
|
||
54
Meta Platforms (Facebook)
META
$1.69T
| $210K | 0.18% |
+318
|
|
||
55
iShares Preferred and Income Securities ETF
PFF
$13.9B
| $204K | 0.18% |
+6,586
|
|