HFA

Huber Financial Advisors Portfolio holdings

AUM $267M
1-Year Est. Return 9.28%
This Quarter Est. Return
1 Year Est. Return
-9.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
+$8.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$1.96M
2 +$916K
3 +$597K
4
MRK icon
Merck
MRK
+$529K
5
ABBV icon
AbbVie
ABBV
+$454K

Top Sells

1 +$417K
2 +$274K
3 +$226K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$222K
5
ORCL icon
Oracle
ORCL
+$212K

Sector Composition

1 Technology 12.35%
2 Healthcare 6.9%
3 Financials 3.79%
4 Communication Services 2.15%
5 Materials 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,468
102
-5,506