HFA
High Falls Advisors Portfolio holdings
AUM
$452M
This Quarter Return
+4.64%
1 Year Return
+11.39%
3 Year Return
+43.65%
5 Year Return
+60.9%
10 Year Return
–
AUM
$351M
AUM Growth
+$351M
(+4.4%)
Cap. Flow
+$503K
Cap. Flow
% of AUM
0.14%
Top 10 Holdings %
Top 10 Hldgs %
73.63%
Holding
117
New
12
Increased
42
Reduced
44
Closed
6
Top Buys
| 1 |
iShares MBS ETF
MBB
|
$817K |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$786K |
| 3 |
SPDR Nuveen ICE Municipal Bond ETF
TFI
|
$751K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$655K |
| 5 |
Apple
AAPL
|
$484K |
Top Sells
| 1 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$1.69M |
| 2 |
L3Harris
LHX
|
$605K |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$584K |
| 4 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$453K |
| 5 |
iShares ESG Aware MSCI EM ETF
ESGE
|
$398K |
Sector Composition
| 1 | Technology | 4.53% |
| 2 | Industrials | 1.13% |
| 3 | Consumer Discretionary | 0.95% |
| 4 | Financials | 0.71% |
| 5 | Healthcare | 0.44% |
