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
301
$21K 0.01%
+84
302
$21K 0.01%
+1,047
303
$20.9K 0.01%
+1,312
304
$20.7K 0.01%
+7
305
$20.2K 0.01%
+130
306
$20K 0.01%
+220
307
$19.9K 0.01%
+293
308
$19.8K 0.01%
+895
309
$19.8K 0.01%
+572
310
$19.7K 0.01%
+480
311
$19.7K 0.01%
+39
312
$19.6K 0.01%
+203
313
$19.5K 0.01%
+443
314
$19.4K 0.01%
+1,000
315
$19.3K 0.01%
+114
316
$19.3K 0.01%
+50
317
$19.1K 0.01%
+384
318
$19K 0.01%
+450
319
$18.6K 0.01%
+323
320
$18.6K 0.01%
+102
321
$18.5K 0.01%
+74
322
$18.1K 0.01%
+31
323
$18.1K 0.01%
+400
324
$18K 0.01%
+969
325
$17.4K 0.01%
+55