HA

HFG Advisors Portfolio holdings

AUM $136M
1-Year Est. Return 13.49%
This Quarter Est. Return
1 Year Est. Return
+13.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$85.1M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.37M
3
+$1.35M
4
BND icon
Vanguard Total Bond Market
BND
+$1.29M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$469K

Top Sells

1
+$1.47M
2
+$1.42M
3
+$893K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$330K
5
TSN icon
Tyson Foods
TSN
+$296K

Sector Composition

1 Energy 4.89%
2 Financials 3.99%
3 Consumer Staples 3.16%
4 Healthcare 1.66%
5 Technology 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$355K 0.42%
1,964
52
$345K 0.41%
3,465
+900
53
$341K 0.4%
3,723
54
$339K 0.4%
2,292
55
$332K 0.39%
10,316
-1,120
56
$321K 0.38%
22,752
+1,000
57
$311K 0.37%
+8,250
58
$301K 0.35%
3,600
59
$296K 0.35%
5,060
+1,323
60
$287K 0.34%
10,000
61
$282K 0.33%
4,095
62
$279K 0.33%
8,255
+1,255
63
$277K 0.33%
3,930
64
$273K 0.32%
+3,788
65
$271K 0.32%
10,770
66
$270K 0.32%
8,500
67
$267K 0.31%
2,472
+45
68
$265K 0.31%
859
69
$263K 0.31%
6,680
70
$262K 0.31%
2,363
71
$261K 0.31%
7,880
-1,000
72
$257K 0.3%
1,625
+200
73
$253K 0.3%
+1,180
74
$250K 0.29%
+4,033
75
$250K 0.29%
+5,790
1 2
3
4