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
176
$334K 0.07%
+813
177
$329K 0.07%
+8,220
178
$328K 0.07%
+3,989
179
$327K 0.07%
+8,128
180
$327K 0.07%
+5,252
181
$325K 0.07%
+3,123
182
$325K 0.07%
+570
183
$322K 0.07%
+12,619
184
$321K 0.07%
+305
185
$317K 0.07%
+7,585
186
$314K 0.07%
+9,876
187
$313K 0.07%
+1,641
188
$313K 0.07%
+3,024
189
$308K 0.07%
+5,773
190
$305K 0.07%
+8,892
191
$305K 0.07%
+5,050
192
$302K 0.07%
+2,513
193
$300K 0.06%
+14,350
194
$300K 0.06%
+4,710
195
$299K 0.06%
+429
196
$298K 0.06%
+566
197
$294K 0.06%
+8,425
198
$292K 0.06%
+71,169
199
$287K 0.06%
+7,496
200
$287K 0.06%
+981
6 7
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