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
$592M
AUM Growth
+$5.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1 +$3.3M
2 +$3.11M
3 +$3.02M
4
RACE icon
Ferrari
RACE
+$2.16M
5
AIP icon
Arteris
AIP
+$1.71M

Top Sells

1 +$4.63M
2 +$3.5M
3 +$3.45M
4
VST icon
Vistra
VST
+$3.06M
5
APD icon
Air Products & Chemicals
APD
+$2.49M

Sector Composition

1 Technology 37.24%
2 Industrials 10.01%
3 Financials 8.55%
4 Healthcare 6.77%
5 Communication Services 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GSRT
301
DELISTED
GSR III Acquisition Corp
GSRT
-54,160
TIC
302
TIC Solutions Inc
TIC
$1.88B
-118,835