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
$224M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.81%
2 Healthcare 3.53%
3 Energy 2.22%
4 Communication Services 2.12%
5 Financials 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$31.6K 0.01%
+855
252
$31.1K 0.01%
+1,553
253
$30.8K 0.01%
+70
254
$29.9K 0.01%
+300
255
$29.9K 0.01%
+5,000
256
$29.6K 0.01%
+208
257
$29.3K 0.01%
+600
258
$29.2K 0.01%
+304
259
$28.7K 0.01%
+800
260
$28.6K 0.01%
+281
261
$27.6K 0.01%
+108
262
$27.5K 0.01%
+364
263
$27.4K 0.01%
+177
264
$27.4K 0.01%
+350
265
$27.1K 0.01%
+207
266
$26.8K 0.01%
+665
267
$24.9K 0.01%
+428
268
$24.5K 0.01%
+50
269
$24.5K 0.01%
+1,500
270
$24K 0.01%
+500
271
$23.6K 0.01%
+234
272
$23.3K 0.01%
+355
273
$23.1K 0.01%
+609
274
$22.6K 0.01%
+144
275
$22.6K 0.01%
+100