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
176
$404K 0.08%
1,568
-30
177
$398K 0.08%
4,270
+75
178
$397K 0.08%
15,932
+2,296
179
$387K 0.07%
2,450
180
$386K 0.07%
5,564
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181
$384K 0.07%
33,395
182
$376K 0.07%
8,684
+50
183
$375K 0.07%
6,142
-251
184
$374K 0.07%
6,558
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185
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2,445
-28
186
$373K 0.07%
450
187
$372K 0.07%
+2,280
188
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3,970
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189
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5,119
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190
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191
$356K 0.07%
10,620
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192
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194
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8,310
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195
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637
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196
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425
197
$321K 0.06%
1,377
198
$318K 0.06%
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199
$318K 0.06%
63,173
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200
$316K 0.06%
1,618
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