HFA
High Falls Advisors Portfolio holdings
AUM
$452M
This Quarter Return
-14.64%
1 Year Return
+11.39%
3 Year Return
+43.65%
5 Year Return
+60.9%
10 Year Return
–
AUM
$251M
AUM Growth
+$251M
(-29%)
Cap. Flow
-$44.9M
Cap. Flow
% of AUM
-17.88%
Top 10 Holdings %
Top 10 Hldgs %
63.01%
Holding
101
New
4
Increased
23
Reduced
45
Closed
21
Top Buys
Top Sells
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$12.4M |
| 2 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$4.8M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$4.74M |
| 4 |
iShares Select Dividend ETF
DVY
|
$4.3M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$3.72M |
Sector Composition
| 1 | Technology | 1.56% |
| 2 | Healthcare | 0.73% |
| 3 | Financials | 0.51% |
| 4 | Consumer Staples | 0.29% |
| 5 | Communication Services | 0.25% |