HA
HFG Advisors Portfolio holdings
AUM
$126M
This Quarter Return
+5.98%
1 Year Return
+13.26%
3 Year Return
+55.31%
5 Year Return
–
10 Year Return
–
AUM
$113M
AUM Growth
+$113M
(+5.4%)
Cap. Flow
-$83.5K
Cap. Flow
% of AUM
-0.07%
Top 10 Holdings %
Top 10 Hldgs %
45.98%
Holding
101
New
7
Increased
22
Reduced
24
Closed
5
Top Buys
| 1 |
First Trust Rising Dividend Achievers ETF
RDVY
|
$393K |
| 2 |
Enterprise Products Partners
EPD
|
$357K |
| 3 |
Capital Southwest
CSWC
|
$281K |
| 4 |
GE Vernova
GEV
|
$269K |
| 5 |
Home Depot
HD
|
$227K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$822K |
| 2 |
Vanguard S&P 500 Growth ETF
VOOG
|
$463K |
| 3 |
Invesco QQQ Trust
QQQ
|
$350K |
| 4 |
DO
Diamond Offshore Drilling, Inc.
DO
|
$318K |
| 5 |
iShares Short Treasury Bond ETF
SHV
|
$179K |
Sector Composition
| 1 | Consumer Staples | 2.87% |
| 2 | Technology | 2.49% |
| 3 | Industrials | 2.07% |
| 4 | Financials | 1.89% |
| 5 | Healthcare | 1.84% |