HA

Huntleigh Advisors Portfolio holdings

AUM $592M
1-Year Est. Return 39.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+39.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$518M
AUM Growth
+$91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$8.31M
2
+$2.55M
3
+$2.37M
4
NFLX icon
Netflix
NFLX
+$2.36M
5
MLM icon
Martin Marietta Materials
MLM
+$2.32M

Top Sells

1
+$3.21M
2
+$2.61M
3
+$2.47M
4
NVDA icon
NVIDIA
NVDA
+$2.15M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.86M

Sector Composition

1 Technology 35%
2 Financials 8.77%
3 Industrials 7.93%
4 Consumer Discretionary 6.95%
5 Healthcare 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$257K 0.05%
3,517
+9
227
$256K 0.05%
2,689
-292
228
$253K 0.05%
3,342
-310
229
$251K 0.05%
933
230
$250K 0.05%
2,373
231
$250K 0.05%
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-230
232
$249K 0.05%
+772
233
$248K 0.05%
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234
$248K 0.05%
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-1,101
235
$247K 0.05%
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236
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237
$246K 0.05%
1,991
238
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1,842
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239
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240
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425
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241
$232K 0.04%
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242
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3,873
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243
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245
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246
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3,460
248
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+9,151
249
$218K 0.04%
+2,589
250
$218K 0.04%
100,704
+5,514
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10
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