HA
Herold Advisors Portfolio holdings
AUM
$477M
1-Year Return
16.4%
This Quarter Return
+11.73%
1 Year Return
+16.4%
3 Year Return
+70.07%
5 Year Return
–
10 Year Return
–
AUM
$257M
AUM Growth
+$462K
(+0.18%)
Cap. Flow
-$23.7M
Cap. Flow
% of AUM
-9.19%
Top 10 Holdings %
Top 10 Hldgs %
24.82%
Holding
712
New
2
Increased
68
Reduced
67
Closed
507
Top Buys
| 1 |
AVDR
AVDR US LargeCap Leading ETF
AVDR
|
$1.04M |
| 2 |
Avantis International Equity ETF
AVDE
|
$747K |
| 3 |
Verizon
VZ
|
$470K |
| 4 |
Walt Disney
DIS
|
$328K |
| 5 |
Dimensional US Equity ETF
DFUS
|
$324K |
Top Sells
Sector Composition
| 1 | Technology | 19.43% |
| 2 | Financials | 14.02% |
| 3 | Healthcare | 12.25% |
| 4 | Consumer Discretionary | 6.81% |
| 5 | Industrials | 6.35% |
