HFA

High Falls Advisors Portfolio holdings

AUM $494M
1-Year Est. Return 16.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.81%
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
+$6.67M
2
+$6.58M
3
+$6.04M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$5.5M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.9M

Top Sells

1
+$8.67M
2
+$1.71M
3
+$1.28M
4
DVY icon
iShares Select Dividend ETF
DVY
+$1.11M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.09M

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%
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82
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93
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