HFO
Heritage Family Offices Portfolio holdings
AUM
$198M
1-Year Return
13.18%
This Quarter Return
+0.31%
1 Year Return
+13.18%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$180M
AUM Growth
–
Cap. Flow
+$180M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
42.06%
Holding
168
New
168
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
+$16.7M |
| 2 |
iShares Russell 2500 ETF
SMMD
|
+$12.1M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
+$8.82M |
| 4 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$8.75M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$7.7M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 14.85% |
| 2 | Healthcare | 9.74% |
| 3 | Industrials | 6.76% |
| 4 | Financials | 6.28% |
| 5 | Consumer Discretionary | 5.24% |
