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
201
$54.9K 0.02%
+2,900
202
$54.9K 0.02%
+931
203
$52.7K 0.02%
+244
204
$51.8K 0.02%
+1,439
205
$51.1K 0.02%
+375
206
$50.9K 0.02%
+124
207
$50.6K 0.02%
+206
208
$50.4K 0.02%
+813
209
$50.3K 0.02%
+848
210
$49.4K 0.02%
+996
211
$48.4K 0.02%
+255
212
$48.1K 0.02%
+845
213
$47.9K 0.02%
+873
214
$46.9K 0.02%
+318
215
$46.8K 0.02%
+497
216
$46.7K 0.02%
+2,008
217
$46.6K 0.02%
+2,280
218
$46.3K 0.02%
+399
219
$46.2K 0.02%
+1,101
220
$46K 0.02%
+1,318
221
$45.5K 0.02%
+309
222
$45.2K 0.02%
+304
223
$44.8K 0.02%
+156
224
$44.4K 0.02%
+971
225
$43.8K 0.02%
+1,201