HA
HFG Advisors Portfolio holdings
AUM
$136M
1-Year Est. Return
13.49%
1 Year Est. Return
+13.49%
AUM
$126M
AUM Growth
+$9.2M
(+7.9%)
Holding
107
Top Buys
| 1 | +$848K | |
| 2 | +$744K | |
| 3 | +$407K | |
| 4 |
iShares Short Treasury Bond ETF
SHV
|
+$403K |
| 5 |
Wells Fargo
WFC
|
+$324K |
Top Sells
| 1 | +$1.27M | |
| 2 | +$846K | |
| 3 | +$592K | |
| 4 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$368K |
| 5 |
Strive 500 ETF
STRV
|
+$281K |
Sector Composition
| 1 | Financials | 5.17% |
| 2 | Consumer Staples | 3.23% |
| 3 | Technology | 2.55% |
| 4 | Energy | 1.8% |
| 5 | Industrials | 1.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
IBM
IBM
$294B
| – | – |
-931
|
|
||
102
GE HealthCare
GEHC
$34.2B
| – | – |
-2,969
|
|
||
103
Ford
F
$53.6B
| – | – |
-59,000
|
|
||
104
Everest Group
EG
$13.6B
| – | – |
-675
|
|
||
105
Cigna
CI
$72.3B
| – | – |
-612
|
|
||
|
106
Strive 500 ETF
STRV
$1.05B
| – | – |
-7,803
|
|
||
107
AbbVie
ABBV
$412B
| – | – |
-1,059
|
|