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
201
$284K 0.06%
+1,294
202
$282K 0.06%
+2,621
203
$281K 0.06%
+3,093
204
$279K 0.06%
+2,025
205
$277K 0.06%
+1,687
206
$274K 0.06%
+2,361
207
$273K 0.06%
+2,188
208
$272K 0.06%
+3,866
209
$268K 0.06%
+763
210
$267K 0.06%
+450
211
$267K 0.06%
+9,454
212
$264K 0.06%
+1,586
213
$260K 0.06%
+1,070
214
$257K 0.06%
+1,819
215
$255K 0.06%
+5,808
216
$253K 0.05%
+4,195
217
$253K 0.05%
+56,275
218
$246K 0.05%
+2,380
219
$246K 0.05%
+1,975
220
$245K 0.05%
+22,111
221
$242K 0.05%
+4,999
222
$238K 0.05%
+4,400
223
$237K 0.05%
+3,498
224
$235K 0.05%
+2,000
225
$234K 0.05%
+3,689
7 8
9
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