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
$518M
AUM Growth
+$91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$8.31M
2
+$2.55M
3
+$2.37M
4
NFLX icon
Netflix
NFLX
+$2.36M
5
MLM icon
Martin Marietta Materials
MLM
+$2.32M

Top Sells

1
+$3.21M
2
+$2.61M
3
+$2.47M
4
NVDA icon
NVIDIA
NVDA
+$2.15M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.86M

Sector Composition

1 Technology 35%
2 Financials 8.77%
3 Industrials 7.93%
4 Consumer Discretionary 6.95%
5 Healthcare 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.44M 0.47%
17,012
+356
52
$2.43M 0.47%
12,313
-43
53
$2.41M 0.46%
+4,381
54
$2.3M 0.44%
12,381
+3,313
55
$2.3M 0.44%
5,251
+130
56
$2.23M 0.43%
7,029
-205
57
$2.21M 0.43%
2,836
-9
58
$2.19M 0.42%
21,753
-18,503
59
$2.18M 0.42%
+34,186
60
$2.17M 0.42%
5,598
-2
61
$2.15M 0.41%
6,740
+135
62
$2.15M 0.41%
+6,126
63
$2.12M 0.41%
60,058
+2,031
64
$2.07M 0.4%
113,772
+4,156
65
$2.07M 0.4%
17,324
+116
66
$2.03M 0.39%
111,842
-74,994
67
$2.02M 0.39%
135,745
+4,786
68
$1.98M 0.38%
+14,087
69
$1.94M 0.38%
16,855
70
$1.94M 0.37%
3,119
-25
71
$1.91M 0.37%
11,658
+382
72
$1.91M 0.37%
+7,707
73
$1.86M 0.36%
43,267
+2,247
74
$1.85M 0.36%
51,747
+1,322
75
$1.84M 0.35%
5,346
+148
1 2
3
4 5