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
51
$2.26M 0.49%
+69,954
52
$2.2M 0.47%
+2,844
53
$2.08M 0.45%
+3,541
54
$2.01M 0.43%
+5,534
55
$1.96M 0.42%
+6,552
56
$1.93M 0.42%
+6,512
57
$1.92M 0.41%
+15,640
58
$1.9M 0.41%
+16,708
59
$1.88M 0.41%
+52,468
60
$1.86M 0.4%
+16,450
61
$1.85M 0.4%
+17,405
62
$1.76M 0.38%
+10,975
63
$1.74M 0.37%
+5,122
64
$1.71M 0.37%
+99,929
65
$1.68M 0.36%
+69,128
66
$1.66M 0.36%
+9,363
67
$1.65M 0.35%
+120,073
68
$1.6M 0.35%
+47,447
69
$1.55M 0.33%
+7,636
70
$1.54M 0.33%
+16,889
71
$1.53M 0.33%
+57,834
72
$1.46M 0.31%
+4,265
73
$1.45M 0.31%
+9,137
74
$1.44M 0.31%
+14,542
75
$1.42M 0.31%
+38,227
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3
4 5