HIA

HTG Investment Advisors Portfolio holdings

AUM $269M
1-Year Est. Return 16.19%
This Quarter Est. Return
1 Year Est. Return
+16.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$1.49M
2 +$689K
3 +$400K
4
VTV icon
Vanguard Value ETF
VTV
+$397K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$364K

Top Sells

1 +$264K
2 +$248K
3 +$234K
4
SYM icon
Symbotic
SYM
+$228K
5
VZ icon
Verizon
VZ
+$204K

Sector Composition

1 Real Estate 10.79%
2 Technology 3.49%
3 Consumer Staples 1.73%
4 Industrials 1.4%
5 Energy 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$218K 0.18%
2,425
52
-8,674
53
-10,000
54
-5,233