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
$586M
AUM Growth
+$68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1 +$4.33M
2 +$3.92M
3 +$3.06M
4
NOC icon
Northrop Grumman
NOC
+$2.82M
5
KRMN
Karman Holdings
KRMN
+$2.47M

Top Sells

1 +$4.69M
2 +$3.73M
3 +$2.86M
4
FLDR icon
Fidelity Low Duration Bond Factor ETF
FLDR
+$2.45M
5
ONDS icon
Ondas Holdings
ONDS
+$2.32M

Sector Composition

1 Technology 35.24%
2 Industrials 10.06%
3 Financials 8.51%
4 Consumer Discretionary 6.95%
5 Communication Services 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PCAR icon
301
PACCAR
PCAR
$63.7B
-2,689
PEG icon
302
Public Service Enterprise Group
PEG
$39.6B
-2,589
PSA icon
303
Public Storage
PSA
$51.6B
-845
RFV icon
304
Invesco S&P MidCap 400 Pure Value ETF
RFV
$309M
-2,402
SHW icon
305
Sherwin-Williams
SHW
$88.7B
-5,346
SLB icon
306
SLB Ltd
SLB
$69.8B
-13,429
STAG icon
307
STAG Industrial
STAG
$7.07B
-48,959
TDW icon
308
Tidewater
TDW
$2.85B
-5,965