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
$279M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.3%
2 Healthcare 3.01%
3 Financials 2.67%
4 Energy 1.7%
5 Communication Services 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
-1,200
677
-2,679