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
76
$1.38M 0.3%
+11,566
77
$1.38M 0.3%
+12,496
78
$1.37M 0.29%
+25,805
79
$1.35M 0.29%
+3,478
80
$1.24M 0.27%
+15,753
81
$1.22M 0.26%
+5,528
82
$1.22M 0.26%
+13,703
83
$1.21M 0.26%
+4,372
84
$1.18M 0.25%
+11,821
85
$1.16M 0.25%
+18,620
86
$1.08M 0.23%
+13,640
87
$1.08M 0.23%
+345,688
88
$1.05M 0.23%
+13,830
89
$1.03M 0.22%
+2,032
90
$1.01M 0.22%
+8,684
91
$985K 0.21%
+22,715
92
$944K 0.2%
+42,846
93
$941K 0.2%
+888
94
$936K 0.2%
+35,282
95
$903K 0.19%
+2,122
96
$890K 0.19%
+4,234
97
$886K 0.19%
+74,680
98
$881K 0.19%
+6,908
99
$878K 0.19%
+41,030
100
$870K 0.19%
+31,616
2 3
4
5 6