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
$113M
AUM Growth
+$5.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$393K
2 +$357K
3 +$281K
4
GEV icon
GE Vernova
GEV
+$269K
5
HD icon
Home Depot
HD
+$227K

Sector Composition

1 Consumer Staples 2.87%
2 Technology 2.49%
3 Industrials 2.07%
4 Financials 1.89%
5 Healthcare 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-20,544