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
476
$4.24K ﹤0.01%
+33
477
$4.19K ﹤0.01%
+31
478
$4.17K ﹤0.01%
+67
479
$4.09K ﹤0.01%
+90
480
$4.08K ﹤0.01%
+17
481
$4.07K ﹤0.01%
+158
482
$4.07K ﹤0.01%
+38
483
$4.05K ﹤0.01%
+6
484
$4.01K ﹤0.01%
+20
485
$3.94K ﹤0.01%
+56
486
$3.88K ﹤0.01%
+100
487
$3.75K ﹤0.01%
+50
488
$3.71K ﹤0.01%
+15
489
$3.65K ﹤0.01%
+18
490
$3.64K ﹤0.01%
+187
491
$3.62K ﹤0.01%
+41
492
$3.58K ﹤0.01%
+15
493
$3.58K ﹤0.01%
+40
494
$3.44K ﹤0.01%
+76
495
$3.43K ﹤0.01%
+35
496
$3.39K ﹤0.01%
+60
497
$3.35K ﹤0.01%
+108
498
$3.34K ﹤0.01%
+53
499
$3.34K ﹤0.01%
+52
500
$3.15K ﹤0.01%
+59
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