HFA
High Falls Advisors Portfolio holdings
AUM
$452M
This Quarter Return
+4.56%
1 Year Return
+11.39%
3 Year Return
+43.65%
5 Year Return
+60.9%
10 Year Return
–
AUM
$231M
AUM Growth
+$231M
(+5.8%)
Cap. Flow
+$8.57M
Cap. Flow
% of AUM
3.72%
Top 10 Holdings %
Top 10 Hldgs %
66.86%
Holding
93
New
15
Increased
24
Reduced
33
Closed
7
Top Buys
Top Sells
| 1 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$2.43M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.14M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$737K |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$719K |
| 5 |
iShares Floating Rate Bond ETF
FLOT
|
$717K |
Sector Composition
| 1 | Technology | 3.22% |
| 2 | Financials | 1.22% |
| 3 | Healthcare | 1.18% |
| 4 | Consumer Staples | 1.1% |
| 5 | Industrials | 0.81% |
