HGA

Hobbs Group Advisors Portfolio holdings

AUM $292M
1-Year Est. Return 11.44%
This Quarter Est. Return
1 Year Est. Return
+11.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$263M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.39%
2 Healthcare 3.69%
3 Financials 2.91%
4 Energy 2.29%
5 Communication Services 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$53.9K 0.02%
+256
227
$53.8K 0.02%
+139
228
$52.3K 0.02%
+1,318
229
$51.9K 0.02%
+845
230
$49.4K 0.02%
+414
231
$49.3K 0.02%
+2,900
232
$48.7K 0.02%
+975
233
$48.6K 0.02%
+2,816
234
$47.1K 0.02%
+219
235
$47K 0.02%
+107
236
$45.8K 0.02%
+401
237
$45.6K 0.02%
+2,008
238
$44.6K 0.02%
+197
239
$43.8K 0.02%
+380
240
$43.2K 0.02%
+263
241
$42.2K 0.02%
+565
242
$41.6K 0.02%
+411
243
$41.6K 0.02%
+184
244
$41.4K 0.02%
+159
245
$40.5K 0.02%
+380
246
$40.5K 0.02%
+68
247
$40.3K 0.02%
+155
248
$39.8K 0.02%
+373
249
$39.8K 0.02%
+730
250
$39.5K 0.02%
+1,387