HA

HFG Advisors Portfolio holdings

AUM $126M
1-Year Est. Return 13.26%
This Quarter Est. Return
1 Year Est. Return
+13.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$780K
2
+$445K
3
+$423K
4
UAL icon
United Airlines
UAL
+$372K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$363K

Top Sells

1
+$1.42M
2
+$792K
3
+$638K
4
JNJ icon
Johnson & Johnson
JNJ
+$462K
5
AFL icon
Aflac
AFL
+$402K

Sector Composition

1 Technology 3.26%
2 Industrials 2.88%
3 Consumer Staples 2.59%
4 Financials 2.46%
5 Energy 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.02M 0.98%
5,803
+2,409
27
$989K 0.95%
4,927
-131
28
$989K 0.95%
15,246
+1,741
29
$981K 0.94%
5,093
30
$969K 0.93%
17,490
+690
31
$915K 0.88%
3,019
-17
32
$885K 0.85%
15,008
+3,425
33
$868K 0.84%
8,020
+402
34
$860K 0.83%
6,156
+2,600
35
$858K 0.83%
11,697
+538
36
$814K 0.78%
11,811
+248
37
$762K 0.73%
9,340
+1,226
38
$738K 0.71%
53,485
39
$722K 0.7%
4,238
+235
40
$691K 0.67%
12,075
-1,895
41
$664K 0.64%
19,254
42
$654K 0.63%
7,157
+3,061
43
$652K 0.63%
7,631
44
$561K 0.54%
5,508
-33
45
$547K 0.53%
6,069
46
$545K 0.53%
3,334
+1,192
47
$504K 0.49%
21,605
48
$490K 0.47%
3,828
+105
49
$490K 0.47%
13,491
50
$488K 0.47%
18,520
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