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 Buys

1
+$22.6M
2
+$16.7M
3
+$14M
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$13.8M
5
PPI icon
AXS Astoria Inflation Sensitive ETF
PPI
+$11.7M

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
276
$22.5K 0.01%
+2,916
277
$22.4K 0.01%
+206
278
$21.8K 0.01%
+269
279
$21.3K 0.01%
+84
280
$20.2K 0.01%
+215
281
$20.1K 0.01%
+67
282
$19.9K 0.01%
+233
283
$19.3K 0.01%
+92
284
$18.9K 0.01%
+250
285
$18.6K 0.01%
+88
286
$18.5K 0.01%
+64
287
$18.3K 0.01%
+1,000
288
$18.2K 0.01%
+67
289
$18.2K 0.01%
+203
290
$18.1K 0.01%
+7
291
$18K 0.01%
+480
292
$18K 0.01%
+130
293
$18K 0.01%
+39
294
$17.9K 0.01%
+74
295
$17.8K 0.01%
+288
296
$17.7K 0.01%
+384
297
$17K 0.01%
+328
298
$17K 0.01%
+55
299
$16.8K 0.01%
+54
300
$16.6K 0.01%
+20
10 11
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