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HJA

Hugh Johnson Advisors Portfolio holdings

AUM $320M
1-Year Est. Return 9.58%
This Fund
S&P 500
This Quarter Est. Return
+0.29%
1 Year Est. Return
+9.58%
3 Year Est. Return
+41.48%
5 Year Est. Return
+55.75%
10 Year Est. Return
AUM
$219M
AUM Growth
Cap. Flow
+$222M
Cap. Flow %
101.57%
Top 10 Hldgs %
35.67%
Holding
76
New
76
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
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
MDY icon
1
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
$12.3M 5.61%
+58,427
New +$12.4M
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$139B
$11.5M 5.27%
+107,616
New +$11.8M
SPY icon
3
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$9.39M 4.29%
+58,554
New +$9.43M
CMBS icon
4
iShares CMBS ETF
CMBS
$475M
$7.62M 3.48%
+148,923
New +$7.72M
GVI icon
5
iShares Intermediate Government/Credit Bond ETF
GVI
$3.74B
$6.9M 3.15%
+62,785
New +$7.02M
XLU icon
6
State Street Utilities Select Sector SPDR ETF
XLU
$23.5B
$6.79M 3.1%
+360,880
New +$7.07M
IJR icon
7
iShares Core S&P Small-Cap ETF
IJR
$110B
$6.16M 2.81%
+136,372
New +$6.04M
CHD icon
8
Church & Dwight Co
CHD
$23.2B
$5.84M 2.67%
+189,308
New +$5.91M
DIS icon
9
Walt Disney
DIS
$170B
$5.83M 2.66%
+92,371
New +$5.84M
CL icon
10
Colgate-Palmolive
CL
$74.4B
$5.76M 2.63%
+100,551
New +$5.97M
VEA icon
11
Vanguard FTSE Developed Markets ETF
VEA
$226B
$5.73M 2.62%
+160,896
New +$6.01M
IGIB icon
12
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
$5.51M 2.52%
+102,364
New +$5.65M
IBM icon
13
IBM
IBM
$200B
$5.41M 2.47%
+29,593
New +$5.76M
ORCL icon
14
Oracle
ORCL
$364B
$5.41M 2.47%
+176,059
New +$5.84M
JPM icon
15
JPMorgan Chase
JPM
$907B
$5.08M 2.32%
+96,248
New +$4.89M
VTI icon
16
Vanguard Total Stock Market ETF
VTI
$658B
$4.49M 2.05%
+54,309
New +$4.51M
TXN icon
17
Texas Instruments
TXN
$258B
$4.36M 1.99%
+125,096
New +$4.47M
AXP icon
18
American Express
AXP
$242B
$4.35M 1.98%
+58,139
New +$4.14M
UNP icon
19
Union Pacific
UNP
$179B
$4.29M 1.96%
+55,560
New +$4.19M
FITB
20
Fifth Third Bancorp
FITB
$52.6B
$4.13M 1.89%
+228,693
New +$3.98M
BND icon
21
Vanguard Total Bond Market
BND
$159B
$4.11M 1.88%
+50,868
New +$4.22M
DTV
22
DELISTED
DIRECTV COM STK (DE)
DTV
$3.7M 1.69%
+59,965
New +$3.59M
VOO icon
23
Vanguard S&P 500 ETF
VOO
$974B
$3.69M 1.68%
+25,152
New +$3.71M
BEN icon
24
Franklin Resources
BEN
$17B
$3.61M 1.65%
+79,563
New +$4.05M
BAX icon
25
Baxter International
BAX
$11.7B
$3.34M 1.53%
+88,830
New +$3.4M

Similar funds

Hugh Johnson Advisors's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for Hugh Johnson Advisors, which disclosed 76 positions worth $219M. Its ten largest holdings account for 36% of the portfolio.

Its largest position is State Street SPDR S&P MIDCAP 400 ETF Trust: 58,427 shares worth $12.3M.

By sector, the portfolio is most concentrated in Financials at 9.5% of assets, followed by Technology and Consumer Staples.

  • Hugh Johnson Advisors's largest Q2 2013 buy was State Street SPDR S&P MIDCAP 400 ETF Trust: 58,427 shares worth $12.3M.
  • Hugh Johnson Advisors's ten largest holdings make up 36% of its $219M portfolio in Q2 2013.
  • Hugh Johnson Advisors disclosed 76 positions in Q2 2013, its first 13F filing on record.

Based on Hugh Johnson Advisors's 13F filing for Q2 2013, filed 8 Aug 2013.