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 Buys

1
+$29.4M
2
+$17.9M
3
+$15.4M
4
PPI icon
AXS Astoria Inflation Sensitive ETF
PPI
+$13.6M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$10.9M

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
351
$14.1K 0.01%
+145
352
$13.8K 0.01%
+70
353
$13.7K 0.01%
+1,000
354
$13.5K 0.01%
+285
355
$13.5K 0.01%
+172
356
$13.5K 0.01%
+86
357
$13.3K 0.01%
+305
358
$13.1K 0.01%
+475
359
$13K 0.01%
+116
360
$13K 0.01%
+300
361
$12.8K ﹤0.01%
+400
362
$12.8K ﹤0.01%
+80
363
$12.8K ﹤0.01%
+103
364
$12.6K ﹤0.01%
+907
365
$12.2K ﹤0.01%
+187
366
$12.2K ﹤0.01%
+700
367
$12.2K ﹤0.01%
+140
368
$12.1K ﹤0.01%
+44
369
$12K ﹤0.01%
+228
370
$11.8K ﹤0.01%
+129
371
$11.8K ﹤0.01%
+60
372
$11.7K ﹤0.01%
+128
373
$11.7K ﹤0.01%
+282
374
$11.6K ﹤0.01%
+219
375
$11.2K ﹤0.01%
+210
13 14
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