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
$464M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$59.4M
2
+$30.2M
3
+$19.8M
4
AMZN icon
Amazon
AMZN
+$18.9M
5
MSFT icon
Microsoft
MSFT
+$11.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 36.64%
2 Consumer Discretionary 8.88%
3 Healthcare 7.87%
4 Financials 7.57%
5 Industrials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.93M 0.85%
+18,488
27
$3.78M 0.81%
+8,332
28
$3.77M 0.81%
+7,370
29
$3.68M 0.79%
+20,235
30
$3.54M 0.76%
+3,859
31
$3.3M 0.71%
+81,907
32
$3.18M 0.69%
+27,516
33
$3.15M 0.68%
+29,264
34
$3.14M 0.68%
+19,241
35
$2.96M 0.64%
+11,976
36
$2.94M 0.63%
+194,483
37
$2.92M 0.63%
+134,322
38
$2.91M 0.63%
+28,569
39
$2.82M 0.61%
+7,845
40
$2.82M 0.61%
+12,292
41
$2.78M 0.6%
+109,103
42
$2.76M 0.59%
+35,930
43
$2.72M 0.59%
+12,040
44
$2.66M 0.57%
+57,547
45
$2.47M 0.53%
+13,196
46
$2.44M 0.53%
+9,358
47
$2.4M 0.52%
+16,587
48
$2.39M 0.52%
+8,252
49
$2.38M 0.51%
+8,202
50
$2.3M 0.49%
+22,829
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