HIA
HTG Investment Advisors Portfolio holdings
AUM
$325M
1-Year Est. Return
18.22%
This Fund
S&P 500
1 Year Est. Return
+18.22%
AUM
$297M
AUM Growth
+$28.3M
(+11%)
Holding
78
Top Buys
| 1 | +$1.94M | |
| 2 | +$1.87M | |
| 3 | +$1.64M | |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$1.31M |
| 5 |
Vanguard Ultra-Short Bond ETF
VUSB
|
+$845K |
Top Sells
| 1 | +$1.58M | |
| 2 | +$463K | |
| 3 | +$433K | |
| 4 |
Caterpillar
CAT
|
+$349K |
| 5 |
3M
MMM
|
+$244K |
Sector Composition
| 1 | Real Estate | 6.59% |
| 2 | Technology | 1.96% |
| 3 | Industrials | 1.71% |
| 4 | Consumer Staples | 0.61% |
| 5 | Energy | 0.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
3M
MMM
$90.9B
| – | – |
-1,603
|
|
||
77
Verizon
VZ
$195B
| – | – |
-4,976
|
|
||
|
78
Caterpillar
CAT
$347B
| – | – |
-900
|
|