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
$113M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$452K
2
+$413K
3
+$392K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$379K
5
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$355K

Top Sells

1
+$570K
2
+$199K
3
+$127K
4
BA icon
Boeing
BA
+$124K
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$212K 0.19%
1,431
-399
127
$207K 0.18%
506
-183
128
$206K 0.18%
+1,012
129
$206K 0.18%
1,261
130
$202K 0.18%
2,345
-227
131
$194K 0.17%
15,413
+1,404
132
$128K 0.11%
16,656
+721
133
$99.6K 0.09%
13,749
+531
134
$4.25K ﹤0.01%
634
2 3 4 5
6