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
$224M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.81%
2 Healthcare 3.53%
3 Energy 2.22%
4 Communication Services 2.12%
5 Financials 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$458 ﹤0.01%
+36
527
$408 ﹤0.01%
+8
528
$404 ﹤0.01%
+18
529
$391 ﹤0.01%
+11
530
$337 ﹤0.01%
+25
531
$323 ﹤0.01%
+6
532
$240 ﹤0.01%
+13
533
$235 ﹤0.01%
+6
534
$174 ﹤0.01%
+25
535
$142 ﹤0.01%
+105
536
$103 ﹤0.01%
+15
537
$70 ﹤0.01%
+3
538
$29 ﹤0.01%
+5