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HFA
Hershey Financial Advisers Portfolio holdings
AUM
$116M
1-Year Est. Return
30.33%
This Fund
S&P 500
1 Year Est. Return
+30.33%
AUM
$116M
AUM Growth
-$2.51M
(-2.1%)
Holding
111
Top Buys
| 1 | +$6.53M | |
| 2 | +$4.17M | |
| 3 | +$3.88M | |
| 4 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
+$3.87M |
| 5 |
iShares Core Moderate Allocation ETF
AOM
|
+$3.85M |
Top Sells
| 1 | +$4.27M | |
| 2 | +$4.14M | |
| 3 | +$3.95M | |
| 4 |
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
+$3.89M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$3.86M |
Sector Composition
| 1 | Technology | 7.35% |
| 2 | Industrials | 3.58% |
| 3 | Materials | 1.87% |
| 4 | Healthcare | 1.58% |
| 5 | Energy | 1.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Schwab US Broad Market ETF
SCHB
$42.3B
| – | – |
-23,174
|
|
||
|
102
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11B
| – | – |
-115,041
|
|
||
103
Tesla
TSLA
$1.49T
| – | – |
-3,317
|
|
||
104
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
$3.42B
| – | – |
-6,955
|
|
||
105
Vanguard Intermediate-Term Treasury ETF
VGIT
$40.8B
| – | – |
-65,971
|
|
||
106
Vanguard Dividend Appreciation ETF
VIG
$108B
| – | – |
-6,026
|
|
||
107
Janus Henderson Short Duration Income ETF
VNLA
$3.29B
| – | – |
-84,254
|
|
||
108
Vanguard Russell 1000 ETF
VONE
$7.94B
| – | – |
-3,607
|
|
||
109
Vanguard Large-Cap ETF
VV
$51.7B
| – | – |
-1,519
|
|
||
110
Invesco S&P 500 Top 50 ETF
XLG
$10.7B
| – | – |
-9,845
|
|
||
111
Apple
AAPL
$4.27T
| – | – |
-1,260
|
|