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
$230M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$4.26M
3
+$3.97M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$849K
5
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$848K

Top Sells

1
+$662K
2
+$595K
3
+$324K
4
DD icon
DuPont de Nemours
DD
+$271K
5
ES icon
Eversource Energy
ES
+$262K

Sector Composition

1 Technology 5.97%
2 Healthcare 3.04%
3 Financials 2.39%
4 Industrials 1.3%
5 Communication Services 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-2,522
127
– –
-2,224
128
– –
-3,695
2 3 4 5
6