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
151
$528K 0.1%
8,433
+315
152
$512K 0.1%
2,612
+8
153
$506K 0.1%
2,938
-41
154
$504K 0.1%
3,728
+200
155
$499K 0.1%
4,875
-3,061
156
$498K 0.1%
6,094
+328
157
$495K 0.1%
1,769
-12
158
$495K 0.1%
1,677
+113
159
$494K 0.1%
5,699
+307
160
$489K 0.09%
67,369
161
$486K 0.09%
+2,172
162
$483K 0.09%
2,654
+17
163
$477K 0.09%
2,268
+120
164
$470K 0.09%
+2,595
165
$470K 0.09%
3,712
166
$464K 0.09%
3,819
167
$457K 0.09%
3,971
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168
$455K 0.09%
3,445
-12
169
$454K 0.09%
13,429
-308
170
$445K 0.09%
+3,137
171
$431K 0.08%
1,476
-32
172
$424K 0.08%
7,649
+415
173
$416K 0.08%
6,498
-1,299
174
$406K 0.08%
5,873
+26
175
$404K 0.08%
6,067
+207
5 6
7
8 9