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
$279M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.3%
2 Healthcare 3.01%
3 Financials 2.67%
4 Energy 1.7%
5 Communication Services 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$22.2K 0.01%
163
327
$22.1K 0.01%
107
328
$22.1K 0.01%
1,024
+6
329
$22.1K 0.01%
213
330
$22.1K 0.01%
1,053
+6
331
$22.1K 0.01%
7
332
$22K 0.01%
1,319
+7
333
$21.9K 0.01%
351
+151
334
$21.8K 0.01%
344
+116
335
$21.8K 0.01%
480
336
$21.6K 0.01%
811
+4
337
$21.3K 0.01%
323
338
$21.1K 0.01%
203
339
$21K 0.01%
+500
340
$21K 0.01%
222
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341
$20.9K 0.01%
22
+19
342
$20.8K 0.01%
1,000
343
$20.7K 0.01%
453
+221
344
$20.4K 0.01%
452
+352
345
$20.2K 0.01%
241
+35
346
$20.2K 0.01%
907
347
$19.8K 0.01%
74
348
$19.6K 0.01%
400
349
$19.5K 0.01%
190
350
$19.5K 0.01%
114