HA
Helium Advisors Portfolio holdings
AUM
$120M
1-Year Est. Return
17.18%
1 Year Est. Return
+17.18%
AUM
$126M
AUM Growth
–
Holding
101
Top Buys
| 1 | +$15M | |
| 2 | +$11.8M | |
| 3 | +$10.2M | |
| 4 |
Apple
AAPL
|
+$8.18M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$7.07M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 12.14% |
| 2 | Financials | 6.43% |
| 3 | Communication Services | 4.48% |
| 4 | Consumer Discretionary | 3.76% |
| 5 | Energy | 1.48% |