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
101
$1.11M 0.21%
4,417
+92
102
$1.1M 0.21%
8,286
+1,249
103
$1.07M 0.21%
47,286
+2,583
104
$1.05M 0.2%
135,776
+5,151
105
$1.05M 0.2%
12,155
+678
106
$1.02M 0.2%
77,796
+2,111
107
$1.02M 0.2%
77,416
+4,143
108
$1.01M 0.2%
+6,353
109
$1.01M 0.19%
34,767
-1,977
110
$974K 0.19%
136,181
+5,126
111
$967K 0.19%
+59,349
112
$931K 0.18%
7,888
+103
113
$902K 0.17%
4,385
-15
114
$873K 0.17%
1,982
-104
115
$873K 0.17%
13,894
+2
116
$839K 0.16%
5,050
117
$791K 0.15%
395,616
+14,875
118
$788K 0.15%
19,136
+671
119
$783K 0.15%
48,950
+1,821
120
$777K 0.15%
6,049
+1,321
121
$770K 0.15%
15,718
-1,443
122
$752K 0.15%
13,314
-721
123
$747K 0.14%
34,062
+1,851
124
$736K 0.14%
6,686
-10
125
$712K 0.14%
50,509
+1,835
3 4
5
6 7