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
501
$3.13K ﹤0.01%
+84
502
$3.12K ﹤0.01%
+101
503
$3.09K ﹤0.01%
+34
504
$3.08K ﹤0.01%
+336
505
$3.08K ﹤0.01%
+52
506
$3.06K ﹤0.01%
+8
507
$3.04K ﹤0.01%
+110
508
$2.98K ﹤0.01%
+132
509
$2.95K ﹤0.01%
+333
510
$2.9K ﹤0.01%
+592
511
$2.88K ﹤0.01%
+295
512
$2.84K ﹤0.01%
+200
513
$2.83K ﹤0.01%
+756
514
$2.73K ﹤0.01%
+63
515
$2.72K ﹤0.01%
+56
516
$2.7K ﹤0.01%
+40
517
$2.69K ﹤0.01%
+502
518
$2.67K ﹤0.01%
+28
519
$2.66K ﹤0.01%
+17
520
$2.61K ﹤0.01%
+31
521
$2.57K ﹤0.01%
+30
522
$2.53K ﹤0.01%
+48
523
$2.53K ﹤0.01%
+30
524
$2.49K ﹤0.01%
+36
525
$2.44K ﹤0.01%
+200
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