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
51
$456K 0.44%
3,299
52
$447K 0.43%
948
+2
53
$445K 0.43%
+11,071
54
$431K 0.42%
8,957
+40
55
$376K 0.36%
3,600
56
$374K 0.36%
641
-33
57
$372K 0.36%
+9,014
58
$364K 0.35%
12,855
59
$348K 0.34%
+25,350
60
$347K 0.33%
5,790
61
$344K 0.33%
3,326
+500
62
$339K 0.33%
4,185
+210
63
$337K 0.32%
1,984
-6
64
$327K 0.32%
4,360
-700
65
$322K 0.31%
2,954
+200
66
$320K 0.31%
19,179
67
$320K 0.31%
4,095
68
$318K 0.31%
24,444
69
$312K 0.3%
876
70
$299K 0.29%
3,850
71
$295K 0.28%
3,785
72
$293K 0.28%
+978
73
$287K 0.28%
1,856
+27
74
$285K 0.27%
3,692
+655
75
$285K 0.27%
2,550
-30
1 2
3
4 5