HFA
High Falls Advisors Portfolio holdings
AUM
$452M
This Quarter Return
+5.61%
1 Year Return
+11.39%
3 Year Return
+43.65%
5 Year Return
+60.9%
10 Year Return
–
AUM
$392M
AUM Growth
+$392M
(+6.4%)
Cap. Flow
+$5.4M
Cap. Flow
% of AUM
1.38%
Top 10 Holdings %
Top 10 Hldgs %
66.63%
Holding
139
New
22
Increased
44
Reduced
45
Closed
9
Top Buys
| 1 |
iShares Fallen Angels USD Bond ETF
FALN
|
$6.52M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$5.97M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$4.67M |
| 4 |
iShares TIPS Bond ETF
TIP
|
$2.95M |
| 5 |
iShares Core Total USD Bond Market ETF
IUSB
|
$1.68M |
Top Sells
| 1 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$8.27M |
| 2 |
iShares Global Tech ETF
IXN
|
$3.26M |
| 3 |
iShares MSCI USA Value Factor ETF
VLUE
|
$2.36M |
| 4 |
iShares ESG Aware MSCI EM ETF
ESGE
|
$1.95M |
| 5 |
iShares Global Financials ETF
IXG
|
$1.75M |
Sector Composition
| 1 | Technology | 3.58% |
| 2 | Industrials | 0.96% |
| 3 | Consumer Discretionary | 0.67% |
| 4 | Healthcare | 0.64% |
| 5 | Consumer Staples | 0.63% |
