HFA

High Falls Advisors Portfolio holdings

AUM $486M
1-Year Est. Return 13.55%
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
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$0 ﹤0.01%
10,909
+112
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93
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