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
326
$17.1K 0.01%
+300
327
$16.8K 0.01%
+64
328
$16.7K 0.01%
+175
329
$16.7K 0.01%
+190
330
$16.6K 0.01%
+460
331
$16.5K 0.01%
+900
332
$16.3K 0.01%
+29
333
$16.2K 0.01%
+18
334
$16.1K 0.01%
+79
335
$16K 0.01%
+260
336
$15.8K 0.01%
+122
337
$15.7K 0.01%
+89
338
$15.6K 0.01%
+163
339
$15.4K 0.01%
+818
340
$15.3K 0.01%
+300
341
$15.3K 0.01%
+161
342
$15K 0.01%
+785
343
$14.9K 0.01%
+40
344
$14.9K 0.01%
+209
345
$14.8K 0.01%
+210
346
$14.7K 0.01%
+53
347
$14.6K 0.01%
+300
348
$14.5K 0.01%
+61
349
$14.2K 0.01%
+218
350
$14.1K 0.01%
+206