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
526
$2.43K ﹤0.01%
+34
527
$2.41K ﹤0.01%
+45
528
$2.36K ﹤0.01%
+3
529
$2.36K ﹤0.01%
+185
530
$2.33K ﹤0.01%
+193
531
$2.32K ﹤0.01%
+55
532
$2.32K ﹤0.01%
+86
533
$2.28K ﹤0.01%
+97
534
$2.23K ﹤0.01%
+24
535
$2.18K ﹤0.01%
+35
536
$2.12K ﹤0.01%
+172
537
$2.09K ﹤0.01%
+72
538
$2.07K ﹤0.01%
+50
539
$2.04K ﹤0.01%
+37
540
$1.96K ﹤0.01%
+28
541
$1.94K ﹤0.01%
+17
542
$1.83K ﹤0.01%
+486
543
$1.76K ﹤0.01%
+16
544
$1.66K ﹤0.01%
+50
545
$1.65K ﹤0.01%
+17
546
$1.65K ﹤0.01%
+200
547
$1.62K ﹤0.01%
+200
548
$1.56K ﹤0.01%
+55
549
$1.54K ﹤0.01%
+31
550
$1.53K ﹤0.01%
+45
20 21
22
23 24