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
351
$10.1K ﹤0.01%
+269
352
$10K ﹤0.01%
+90
353
$9.7K ﹤0.01%
+68
354
$9.63K ﹤0.01%
+200
355
$9.59K ﹤0.01%
+69
356
$9.56K ﹤0.01%
+126
357
$9.46K ﹤0.01%
+123
358
$9.43K ﹤0.01%
+443
359
$9.41K ﹤0.01%
+573
360
$9.4K ﹤0.01%
+454
361
$9.37K ﹤0.01%
+563
362
$9.36K ﹤0.01%
+270
363
$9.27K ﹤0.01%
+38
364
$9.13K ﹤0.01%
+809
365
$9.09K ﹤0.01%
+90
366
$9.06K ﹤0.01%
+214
367
$9.05K ﹤0.01%
+162
368
$8.8K ﹤0.01%
+50
369
$8.78K ﹤0.01%
+331
370
$8.72K ﹤0.01%
+243
371
$8.57K ﹤0.01%
+1,000
372
$8.49K ﹤0.01%
+31
373
$8.42K ﹤0.01%
+47
374
$8.4K ﹤0.01%
+907
375
$8.37K ﹤0.01%
+88
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