HA

Huntleigh Advisors Portfolio holdings

AUM $586M
1-Year Est. Return 44.13%
This Quarter Est. Return
1 Year Est. Return
+44.13%
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
MDY icon
276
SPDR S&P MidCap 400 ETF Trust
MDY
$25.4B
-570
NIM icon
277
Nuveen Select Maturities Municipal Fund
NIM
$117M
-10,716
PLD icon
278
Prologis
PLD
$124B
-1,878
PPG icon
279
PPG Industries
PPG
$24.7B
-12,043
SBUX icon
280
Starbucks
SBUX
$106B
-17,059
SLQT icon
281
SelectQuote
SLQT
$283M
-169,380
STEM icon
282
Stem
STEM
$172M
-1,415
TXN icon
283
Texas Instruments
TXN
$174B
-13,735
ZTS icon
284
Zoetis
ZTS
$54.9B
-19,483
TEM
285
Tempus AI
TEM
$12.5B
-8,385