HAG
HF Advisory Group Portfolio holdings
AUM
$253M
This Quarter Return
+5.83%
1 Year Return
+18.49%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$113M
AUM Growth
+$113M
(+14%)
Cap. Flow
+$9.02M
Cap. Flow
% of AUM
8%
Top 10 Holdings %
Top 10 Hldgs %
26.1%
Holding
134
New
3
Increased
98
Reduced
31
Closed
–
Top Buys
| 1 |
Visa
V
|
$452K |
| 2 |
Waste Management
WM
|
$413K |
| 3 |
Johnson & Johnson
JNJ
|
$392K |
| 4 |
iShares Core Dividend Growth ETF
DGRO
|
$379K |
| 5 |
iShares Fallen Angels USD Bond ETF
FALN
|
$355K |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
$570K |
| 2 |
TSMC
TSM
|
$199K |
| 3 |
Booking.com
BKNG
|
$127K |
| 4 |
Boeing
BA
|
$124K |
| 5 |
Apple
AAPL
|
$97.1K |
Sector Composition
| 1 | Technology | 11.31% |
| 2 | Healthcare | 10.49% |
| 3 | Communication Services | 6.39% |
| 4 | Consumer Discretionary | 5.37% |
| 5 | Industrials | 5.33% |
