HFA

High Falls Advisors Portfolio holdings

AUM $486M
1-Year Est. Return 13.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$288K
AUM Growth
-$268M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$7.12K
2
+$6.48K
3
+$6.13K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$5.38K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.85K

Top Sells

1
+$1.71M
2
+$1.28M
3
+$1M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$971K
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$938K

Sector Composition

1 Technology 1.74%
2 Energy 0.35%
3 Consumer Staples 0%
4 Financials 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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77
$0 ﹤0.01%
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79
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80
$0 ﹤0.01%
2,145
-167
81
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-808
82
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-4,800
83
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-6,072
84
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85
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86
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87
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88
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89
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-4,980
90
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91
– –
-9,727
92
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-2,997
93
– –
-59,421
1 2 3
4