HJA

Hugh Johnson Advisors Portfolio holdings

AUM $320M
1-Year Est. Return 9.58%
This Quarter Est. Return
1 Year Est. Return
+9.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$219M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$12.3M
2 +$11.5M
3 +$9.39M
4
CMBS icon
iShares CMBS ETF
CMBS
+$7.62M
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$6.9M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.5%
2 Technology 8.98%
3 Consumer Staples 6.94%
4 Healthcare 6.19%
5 Industrials 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$203K 0.09%
+1,765