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 Buys

1
+$29.4M
2
+$17.9M
3
+$15.4M
4
PPI icon
AXS Astoria Inflation Sensitive ETF
PPI
+$13.6M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$10.9M

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
251
$39.4K 0.02%
+71
252
$39.3K 0.01%
+1,201
253
$38.4K 0.01%
+723
254
$38.3K 0.01%
+327
255
$37.7K 0.01%
+970
256
$37.6K 0.01%
+98
257
$37.1K 0.01%
+425
258
$36.6K 0.01%
+761
259
$36.2K 0.01%
+763
260
$34.8K 0.01%
+53
261
$34.8K 0.01%
+10,000
262
$34.5K 0.01%
+161
263
$33.7K 0.01%
+185
264
$33.2K 0.01%
+236
265
$32.4K 0.01%
+1,553
266
$31.4K 0.01%
+540
267
$31.2K 0.01%
+2,030
268
$31.2K 0.01%
+70
269
$30.8K 0.01%
+208
270
$30.6K 0.01%
+969
271
$30.3K 0.01%
+665
272
$29.4K 0.01%
+2,566
273
$29K 0.01%
+1,000
274
$28.9K 0.01%
+209
275
$28.6K 0.01%
+147
9 10
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