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
426
$6.59K ﹤0.01%
+121
427
$6.54K ﹤0.01%
+131
428
$6.52K ﹤0.01%
+120
429
$6.51K ﹤0.01%
+83
430
$6.38K ﹤0.01%
+90
431
$6.35K ﹤0.01%
+55
432
$6.28K ﹤0.01%
+1,102
433
$6.26K ﹤0.01%
+19
434
$6.21K ﹤0.01%
+44
435
$6.16K ﹤0.01%
+160
436
$6.16K ﹤0.01%
+400
437
$6.15K ﹤0.01%
+106
438
$6.03K ﹤0.01%
+78
439
$5.99K ﹤0.01%
+75
440
$5.95K ﹤0.01%
+45
441
$5.95K ﹤0.01%
+101
442
$5.94K ﹤0.01%
+172
443
$5.93K ﹤0.01%
+102
444
$5.88K ﹤0.01%
+148
445
$5.78K ﹤0.01%
+17
446
$5.76K ﹤0.01%
+275
447
$5.73K ﹤0.01%
+150
448
$5.68K ﹤0.01%
+130
449
$5.66K ﹤0.01%
+38
450
$5.66K ﹤0.01%
+122
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