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
201
$316K 0.06%
1,963
202
$314K 0.06%
23,708
+1,290
203
$305K 0.06%
69,456
+3,698
204
$302K 0.06%
4,108
+22
205
$301K 0.06%
289
-6
206
$298K 0.06%
7,129
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207
$298K 0.06%
2,305
-35
208
$294K 0.06%
3,713
-18
209
$292K 0.06%
23,565
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210
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+27,005
211
$290K 0.06%
2,402
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212
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1,900
-35
213
$283K 0.05%
+1,859
214
$282K 0.05%
124,228
+6,821
215
$281K 0.05%
2,395
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216
$275K 0.05%
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217
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218
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219
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1,956
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220
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2,883
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221
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973
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222
$260K 0.05%
4,625
223
$259K 0.05%
1,050
224
$258K 0.05%
+487
225
$257K 0.05%
27,178
+58
7 8
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10 11