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
$87.8M
AUM Growth
+$2.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$489K
2
+$485K
3
+$463K
4
AAL icon
American Airlines Group
AAL
+$418K
5
STLA icon
Stellantis
STLA
+$393K

Top Sells

1
+$476K
2
+$444K
3
+$357K
4
IEO icon
iShares US Oil & Gas Exploration & Production ETF
IEO
+$356K
5
AXP icon
American Express
AXP
+$339K

Sector Composition

1 Financials 3.22%
2 Consumer Staples 2.98%
3 Energy 2.69%
4 Industrials 2.61%
5 Technology 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$409K 0.47%
2,639
-40
52
$393K 0.45%
+21,605
53
$392K 0.45%
3,723
54
$362K 0.41%
13,417
-17,664
55
$358K 0.41%
1,964
56
$328K 0.37%
3,600
57
$324K 0.37%
12,500
+3,560
58
$323K 0.37%
5,060
59
$312K 0.36%
20,118
-28,587
60
$287K 0.33%
3,465
61
$285K 0.33%
4,095
62
$283K 0.32%
3,930
63
$272K 0.31%
2,472
64
$263K 0.3%
10,770
65
$261K 0.3%
844
-15
66
$255K 0.29%
22,752
67
$254K 0.29%
5,790
68
$250K 0.29%
3,850
69
$244K 0.28%
3,788
70
$243K 0.28%
2,283
-80
71
$238K 0.27%
3,785
72
$234K 0.27%
6,021
73
$226K 0.26%
1,182
+2
74
$225K 0.26%
7,880
75
$219K 0.25%
2,962
1 2
3
4