HAG

HF Advisory Group Portfolio holdings

AUM $272M
1-Year Est. Return 15.79%
This Quarter Est. Return
1 Year Est. Return
+15.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.9M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 11.45%
2 Technology 10.19%
3 Communication Services 5.9%
4 Industrials 5.21%
5 Financials 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$211K 0.21%
+2,940
127
$205K 0.21%
+6,234
128
$163K 0.16%
+14,009
129
$116K 0.12%
+15,935
130
$92K 0.09%
+13,218
131
$5.06K 0.01%
+634