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
$91.4M
AUM Growth
-$3.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$638K
2 +$376K
3 +$376K
4
MSFT icon
Microsoft
MSFT
+$260K
5
NVO icon
Novo Nordisk
NVO
+$257K

Top Sells

1 +$1.22M
2 +$815K
3 +$561K
4
VZ icon
Verizon
VZ
+$230K
5
LMT icon
Lockheed Martin
LMT
+$206K

Sector Composition

1 Energy 5.27%
2 Technology 3.2%
3 Consumer Staples 2.84%
4 Financials 2.39%
5 Healthcare 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-980
102
-6,195