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 0-1 Year 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
Everest Group
EG
$13.4B
| – | – |
-675
|
|
||
102
Ford
F
$54.2B
| – | – |
-59,000
|
|
||
103
GE HealthCare
GEHC
$37.2B
| – | – |
-2,969
|
|
||
104
IBM
IBM
$286B
| – | – |
-931
|
|
||
105
PepsiCo
PEP
$200B
| – | – |
-1,454
|
|
||
106
Invesco S&P 500 Equal Weight ETF
RSP
$78.7B
| – | – |
-1,556
|
|
||
107
Vanguard Mid-Cap ETF
VO
$94.4B
| – | – |
-803
|
|