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
301
$16.4K 0.01%
+243
302
$16.1K 0.01%
+300
303
$16.1K 0.01%
+260
304
$16K 0.01%
+61
305
$15.8K 0.01%
+29
306
$15.3K 0.01%
+209
307
$15.2K 0.01%
+460
308
$15K 0.01%
+79
309
$14.9K 0.01%
+700
310
$14.7K 0.01%
+818
311
$14.5K 0.01%
+1,277
312
$14.5K 0.01%
+250
313
$14.4K 0.01%
+31
314
$14.3K 0.01%
+55
315
$14.3K 0.01%
+350
316
$14.3K 0.01%
+89
317
$13.7K 0.01%
+30
318
$13.6K 0.01%
+100
319
$13.6K 0.01%
+300
320
$13.5K 0.01%
+187
321
$13.5K 0.01%
+172
322
$13.5K 0.01%
+103
323
$13.3K 0.01%
+210
324
$13K 0.01%
+65
325
$13K 0.01%
+200
11 12
13
14 15