HFA
Huber Financial Advisors Portfolio holdings
AUM
$267M
1-Year Return
9.28%
This Quarter Return
+10.21%
1 Year Return
-9.28%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$205M
AUM Growth
+$21.9M
(+12%)
Cap. Flow
+$3.76M
Cap. Flow
% of AUM
1.84%
Top 10 Holdings %
Top 10 Hldgs %
66.88%
Holding
120
New
22
Increased
53
Reduced
29
Closed
1
Top Buys
Top Sells
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$5.61M |
| 2 |
Schwab US Aggregate Bond ETF
SCHZ
|
$3.75M |
| 3 |
Vanguard Small-Cap Value ETF
VBR
|
$1.76M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.59M |
| 5 |
CELG
Celgene Corp
CELG
|
$1.02M |
Sector Composition
| 1 | Technology | 6.51% |
| 2 | Healthcare | 3.88% |
| 3 | Financials | 2.5% |
| 4 | Industrials | 1.4% |
| 5 | Communication Services | 1.34% |
