HFA
High Falls Advisors Portfolio holdings
AUM
$494M
1-Year Est. Return
16.81%
This Fund
S&P 500
1 Year Est. Return
+16.81%
AUM
$494M
AUM Growth
+$7.97M
(+1.6%)
Holding
153
Top Buys
| 1 | +$10.4M | |
| 2 | +$5.43M | |
| 3 | +$4.69M | |
| 4 |
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
|
+$1.67M |
| 5 |
iShares S&P 100 ETF
OEF
|
+$1.48M |
Top Sells
| 1 | +$11.9M | |
| 2 | +$3.74M | |
| 3 | +$1.83M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$1.78M |
| 5 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$1.52M |
Sector Composition
| 1 | Technology | 5.59% |
| 2 | Financials | 1.05% |
| 3 | Industrials | 0.8% |
| 4 | Consumer Discretionary | 0.35% |
| 5 | Consumer Staples | 0.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
IBM
IBM
$229B
| – | – |
-946
|
|
||
152
Merck
MRK
$296B
| – | – |
-3,405
|
|
||
153
Procter & Gamble
PG
$371B
| – | – |
-1,659
|
|