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
451
$5.63K ﹤0.01%
+204
452
$5.57K ﹤0.01%
+172
453
$5.54K ﹤0.01%
+195
454
$5.46K ﹤0.01%
+62
455
$5.43K ﹤0.01%
+412
456
$5.42K ﹤0.01%
+162
457
$5.36K ﹤0.01%
+53
458
$5.33K ﹤0.01%
+20
459
$5.27K ﹤0.01%
+139
460
$5.25K ﹤0.01%
+289
461
$5.13K ﹤0.01%
+25
462
$4.9K ﹤0.01%
+66
463
$4.88K ﹤0.01%
+40
464
$4.77K ﹤0.01%
+46
465
$4.7K ﹤0.01%
+88
466
$4.64K ﹤0.01%
+50
467
$4.54K ﹤0.01%
+71
468
$4.53K ﹤0.01%
+80
469
$4.53K ﹤0.01%
+500
470
$4.46K ﹤0.01%
+53
471
$4.43K ﹤0.01%
+240
472
$4.42K ﹤0.01%
+39
473
$4.42K ﹤0.01%
+32
474
$4.37K ﹤0.01%
+64
475
$4.36K ﹤0.01%
+41
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