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
551
$1.5K ﹤0.01%
+75
552
$1.5K ﹤0.01%
+1,200
553
$1.39K ﹤0.01%
+39
554
$1.39K ﹤0.01%
+40
555
$1.35K ﹤0.01%
+30
556
$1.28K ﹤0.01%
+48
557
$1.24K ﹤0.01%
+52
558
$1.22K ﹤0.01%
+46
559
$1.21K ﹤0.01%
+114
560
$1.2K ﹤0.01%
+50
561
$1.14K ﹤0.01%
+5
562
$1.11K ﹤0.01%
+40
563
$1.11K ﹤0.01%
+5
564
$1.09K ﹤0.01%
+51
565
$1.07K ﹤0.01%
+18
566
$1.06K ﹤0.01%
+400
567
$1.06K ﹤0.01%
+132
568
$1.04K ﹤0.01%
+24
569
$1.04K ﹤0.01%
+100
570
$1.03K ﹤0.01%
+80
571
$1.03K ﹤0.01%
+6
572
$1.02K ﹤0.01%
+25
573
$933 ﹤0.01%
+26
574
$913 ﹤0.01%
+5
575
$860 ﹤0.01%
+200
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