HA

Huntleigh Advisors Portfolio holdings

AUM $585M
1-Year Est. Return 50.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+50.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$586M
AUM Growth
+$68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$3.24M
3
+$3.09M
4
NOC icon
Northrop Grumman
NOC
+$2.62M
5
ITW icon
Illinois Tool Works
ITW
+$2.23M

Top Sells

1
+$4.74M
2
+$3.48M
3
+$2.86M
4
FLDR icon
Fidelity Low Duration Bond Factor ETF
FLDR
+$2.45M
5
UNH icon
UnitedHealth
UNH
+$1.86M

Sector Composition

1 Technology 35.18%
2 Industrials 10.06%
3 Financials 8.56%
4 Consumer Discretionary 6.95%
5 Communication Services 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$473K 0.08%
+5,855
177
$467K 0.08%
7,898
+249
178
$467K 0.08%
3,322
-123
179
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67,369
180
$463K 0.08%
2,862
-275
181
$463K 0.08%
2,450
182
$459K 0.08%
1,525
-43
183
$444K 0.08%
17,620
+1,688
184
$437K 0.07%
73,788
+4,332
185
$432K 0.07%
2,665
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186
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187
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5,889
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188
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33,353
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189
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1,236
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190
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5,519
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191
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4,200
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192
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193
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194
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4,938
195
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196
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2,060
-385
197
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9,128
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198
$378K 0.06%
3,158
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199
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3,977
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200
$375K 0.06%
5,394
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8
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