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
376
$11.1K ﹤0.01%
+90
377
$11.1K ﹤0.01%
+1,488
378
$11K ﹤0.01%
+275
379
$11K ﹤0.01%
+200
380
$10.8K ﹤0.01%
+300
381
$10.7K ﹤0.01%
+95
382
$10.4K ﹤0.01%
+65
383
$10K ﹤0.01%
+117
384
$10K ﹤0.01%
+400
385
$10K ﹤0.01%
+47
386
$10K ﹤0.01%
+200
387
$9.9K ﹤0.01%
+123
388
$9.85K ﹤0.01%
+232
389
$9.84K ﹤0.01%
+200
390
$9.72K ﹤0.01%
+129
391
$9.58K ﹤0.01%
+90
392
$9.28K ﹤0.01%
+68
393
$9.15K ﹤0.01%
+19
394
$9.08K ﹤0.01%
+331
395
$9.03K ﹤0.01%
+270
396
$9.02K ﹤0.01%
+50
397
$8.95K ﹤0.01%
+214
398
$8.94K ﹤0.01%
+69
399
$8.91K ﹤0.01%
+100
400
$8.88K ﹤0.01%
+38
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