HFA
Huber Financial Advisors Portfolio holdings
AUM
$267M
This Quarter Return
+2.64%
1 Year Return
-9.28%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$230M
AUM Growth
+$230M
(+12%)
Cap. Flow
+$20.1M
Cap. Flow
% of AUM
8.76%
Top 10 Holdings %
Top 10 Hldgs %
68.91%
Holding
128
New
9
Increased
41
Reduced
40
Closed
9
Top Buys
Top Sells
| 1 |
Caterpillar
CAT
|
$662K |
| 2 |
Merck
MRK
|
$595K |
| 3 |
Coca-Cola
KO
|
$324K |
| 4 |
DuPont de Nemours
DD
|
$271K |
| 5 |
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% |
