HA
HFG Advisors Portfolio holdings
AUM
$126M
This Quarter Return
+1.25%
1 Year Return
+13.26%
3 Year Return
+55.31%
5 Year Return
–
10 Year Return
–
AUM
$107M
AUM Growth
+$107M
(-5%)
Cap. Flow
-$5.95M
Cap. Flow
% of AUM
-5.56%
Top 10 Holdings %
Top 10 Hldgs %
45.64%
Holding
111
New
3
Increased
24
Reduced
45
Closed
17
Top Buys
| 1 |
NVIDIA
NVDA
|
$777K |
| 2 |
Global X Copper Miners ETF NEW
COPX
|
$378K |
| 3 |
T. Rowe Price Capital Appreciation Equity ETF
TCAF
|
$262K |
| 4 |
Old Republic International
ORI
|
$220K |
| 5 |
iShares Short Treasury Bond ETF
SHV
|
$174K |
Top Sells
| 1 |
iShares US Healthcare ETF
IYH
|
$747K |
| 2 |
Stellantis
STLA
|
$611K |
| 3 |
Delta Air Lines
DAL
|
$572K |
| 4 |
American Airlines Group
AAL
|
$431K |
| 5 |
United Airlines
UAL
|
$306K |
Sector Composition
| 1 | Technology | 3.23% |
| 2 | Consumer Staples | 2.88% |
| 3 | Energy | 1.82% |
| 4 | Healthcare | 1.8% |
| 5 | Financials | 1.51% |
