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
201
$86.1K 0.03%
+195
202
$84.5K 0.03%
+488
203
$83.6K 0.03%
+2,260
204
$81.8K 0.03%
+321
205
$79.2K 0.03%
+1,100
206
$78.3K 0.03%
+3,445
207
$76.8K 0.03%
+635
208
$76.1K 0.03%
+470
209
$75.9K 0.03%
+137
210
$73.1K 0.03%
+1,394
211
$69.6K 0.03%
+232
212
$67.4K 0.03%
+2,536
213
$67.1K 0.03%
+996
214
$65.9K 0.03%
+339
215
$65.5K 0.02%
+327
216
$65.2K 0.02%
+600
217
$65K 0.02%
+411
218
$60.5K 0.02%
+951
219
$60K 0.02%
+654
220
$59.8K 0.02%
+4,771
221
$58.7K 0.02%
+1,648
222
$56.9K 0.02%
+375
223
$56.6K 0.02%
+718
224
$56.4K 0.02%
+151
225
$54.8K 0.02%
+730
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