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
76
$1.78M 0.34%
48,959
+214
77
$1.76M 0.34%
10,407
+380
78
$1.72M 0.33%
19,129
+3,949
79
$1.64M 0.32%
18,291
-19,580
80
$1.63M 0.32%
+9,586
81
$1.62M 0.31%
17,516
+949
82
$1.6M 0.31%
11,890
-3,000
83
$1.58M 0.3%
65,135
+6,588
84
$1.58M 0.3%
54,632
-27,367
85
$1.53M 0.3%
24,665
+6,723
86
$1.49M 0.29%
+775,514
87
$1.42M 0.27%
4,228
+205
88
$1.42M 0.27%
26,832
+849
89
$1.41M 0.27%
15,726
+810
90
$1.39M 0.27%
40,098
+494
91
$1.34M 0.26%
56,805
-625
92
$1.32M 0.26%
13,776
+36
93
$1.32M 0.26%
+40,623
94
$1.31M 0.25%
36,011
+1,394
95
$1.3M 0.25%
4,500
+65
96
$1.22M 0.23%
3,316
-30
97
$1.15M 0.22%
26,744
+3,561
98
$1.14M 0.22%
5,279
-17
99
$1.12M 0.22%
36,756
+21,190
100
$1.11M 0.21%
11,400
+1,400
2 3
4
5 6