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
251
$149K 0.03%
+17,743
252
$93.3K 0.02%
+10,716
253
$83.8K 0.02%
+20,000
254
$57.2K 0.01%
+10,000
255
$56.6K 0.01%
+14,320
256
$37.7K 0.01%
+10,000
257
$34.9K 0.01%
+13,900
258
$19.5K ﹤0.01%
+1,615
259
$17.8K ﹤0.01%
+11,000
260
$10.3K ﹤0.01%
+13,312