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
101
$145K 0.14%
14,328
102
$102K 0.1%
10,378
103
$37.3K 0.04%
10,461
104
– –
-1,496
105
– –
-8,780
106
– –
-3,939
107
– –
-33,425
108
– –
-2,966
109
– –
-3,659
110
– –
-2,780
1 2 3 4
5