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
151
$428K 0.09%
+7,203
152
$424K 0.09%
+2,463
153
$418K 0.09%
+3,754
154
$408K 0.09%
+1,842
155
$407K 0.09%
+3,246
156
$402K 0.09%
+15,666
157
$400K 0.09%
+6,117
158
$398K 0.09%
+1,510
159
$393K 0.08%
+1,175
160
$385K 0.08%
+10,266
161
$379K 0.08%
+1,690
162
$378K 0.08%
+5,276
163
$377K 0.08%
+29,327
164
$377K 0.08%
+756
165
$374K 0.08%
+3,095
166
$367K 0.08%
+22,611
167
$365K 0.08%
+19,202
168
$360K 0.08%
+14,607
169
$359K 0.08%
+5,888
170
$358K 0.08%
+3,973
171
$353K 0.08%
+2,450
172
$353K 0.08%
+2,438
173
$349K 0.08%
+2,881
174
$345K 0.07%
+7,218
175
$334K 0.07%
+1,935