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
$518M
AUM Growth
+$91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1 +$8.31M
2 +$2.91M
3 +$2.79M
4
MLM icon
Martin Marietta Materials
MLM
+$2.41M
5
CRWD icon
CrowdStrike
CRWD
+$2.2M

Top Sells

1 +$3.21M
2 +$2.7M
3 +$2.63M
4
TXN icon
Texas Instruments
TXN
+$2.47M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.86M

Sector Composition

1 Technology 35.08%
2 Financials 8.69%
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
ONTO icon
276
Onto Innovation
ONTO
$6.57B
-5,279
PAYX icon
277
Paychex
PAYX
$45.5B
-1,362
PLD icon
278
Prologis
PLD
$115B
-1,878
PPG icon
279
PPG Industries
PPG
$22.9B
-12,043
SBUX icon
280
Starbucks
SBUX
$97B
-17,059
SLQT icon
281
SelectQuote
SLQT
$324M
-169,380
STEM icon
282
Stem
STEM
$198M
-1,415
TXN icon
283
Texas Instruments
TXN
$161B
-13,735
ZTS icon
284
Zoetis
ZTS
$63.8B
-19,483
TEM
285
Tempus AI
TEM
$15.2B
-8,385