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
276
$28K 0.01%
+213
277
$27.3K 0.01%
+647
278
$26.8K 0.01%
+344
279
$26.8K 0.01%
+900
280
$26.7K 0.01%
+250
281
$26.6K 0.01%
+5,000
282
$26.1K 0.01%
+362
283
$25.9K 0.01%
+429
284
$25.1K 0.01%
+2,913
285
$25K 0.01%
+575
286
$24.6K 0.01%
+2,916
287
$24.2K 0.01%
+100
288
$23.9K 0.01%
+311
289
$23.7K 0.01%
+215
290
$23.4K 0.01%
+609
291
$23.2K 0.01%
+500
292
$23.1K 0.01%
+807
293
$22.8K 0.01%
+107
294
$22.3K 0.01%
+163
295
$22.1K 0.01%
+67
296
$22.1K 0.01%
+74
297
$21.9K 0.01%
+71
298
$21.8K 0.01%
+109
299
$21K 0.01%
+1,294
300
$21K 0.01%
+1,018