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
SHW icon
301
Sherwin-Williams
SHW
$84.1B
-5,346
SLB icon
302
SLB Ltd
SLB
$56.1B
-13,429
STAG icon
303
STAG Industrial
STAG
$7.3B
-48,959
TDW icon
304
Tidewater
TDW
$2.96B
-5,965
VLTO icon
305
Veralto
VLTO
$25.4B
-28,286
WBD icon
306
Warner Bros
WBD
$60.9B
-16,294
CRWV
307
CoreWeave Inc
CRWV
$39.5B
-2,280
CRCL
308
Circle Internet Group
CRCL
$20.3B
-2,595