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
401
$8.76K ﹤0.01%
+64
402
$8.71K ﹤0.01%
+144
403
$8.55K ﹤0.01%
+809
404
$8.39K ﹤0.01%
+6
405
$8.28K ﹤0.01%
+533
406
$8.26K ﹤0.01%
+350
407
$8.23K ﹤0.01%
+32
408
$8.22K ﹤0.01%
+162
409
$8.21K ﹤0.01%
+107
410
$8.13K ﹤0.01%
+338
411
$8.06K ﹤0.01%
+92
412
$8K ﹤0.01%
+242
413
$7.86K ﹤0.01%
+132
414
$7.74K ﹤0.01%
+30
415
$7.7K ﹤0.01%
+271
416
$7.6K ﹤0.01%
+29
417
$7.6K ﹤0.01%
+114
418
$7.16K ﹤0.01%
+126
419
$7.08K ﹤0.01%
+146
420
$6.87K ﹤0.01%
+103
421
$6.86K ﹤0.01%
+270
422
$6.83K ﹤0.01%
+49
423
$6.72K ﹤0.01%
+269
424
$6.68K ﹤0.01%
+55
425
$6.62K ﹤0.01%
+264
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