HA

Huntleigh Advisors Portfolio holdings

AUM $518M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$464M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$59.4M
2
+$30.2M
3
+$19.8M
4
AMZN icon
Amazon
AMZN
+$18.9M
5
MSFT icon
Microsoft
MSFT
+$11.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 36.64%
2 Consumer Discretionary 8.88%
3 Healthcare 7.87%
4 Financials 7.57%
5 Industrials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$234K 0.05%
+1,887
227
$233K 0.05%
+3,197
228
$230K 0.05%
+1,752
229
$228K 0.05%
+5,423
230
$220K 0.05%
+2,300
231
$219K 0.05%
+961
232
$215K 0.05%
+31,374
233
$215K 0.05%
+917
234
$213K 0.05%
+3,646
235
$213K 0.05%
+507
236
$212K 0.05%
+8,612
237
$212K 0.05%
+3,460
238
$211K 0.05%
+5,220
239
$211K 0.05%
+1,050
240
$210K 0.05%
+21,241
241
$210K 0.05%
+9,599
242
$205K 0.04%
+19,416
243
$204K 0.04%
+850
244
$203K 0.04%
+17,891
245
$201K 0.04%
+2,303
246
$201K 0.04%
+9,700
247
$201K 0.04%
+3,839
248
$180K 0.04%
+26,061
249
$173K 0.04%
+13,860
250
$163K 0.04%
+10,108
7 8 9
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