HFA
High Falls Advisors Portfolio holdings
AUM
$452M
This Quarter Return
+1.9%
1 Year Return
+11.39%
3 Year Return
+43.65%
5 Year Return
+60.9%
10 Year Return
–
AUM
$352M
AUM Growth
+$352M
(+22%)
Cap. Flow
+$71.1M
Cap. Flow
% of AUM
20.17%
Top 10 Holdings %
Top 10 Hldgs %
59.56%
Holding
171
New
26
Increased
55
Reduced
27
Closed
22
Top Buys
| 1 |
First Trust Dorsey Wright Focus 5 ETF
FV
|
$24.8M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$23.9M |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$20.3M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$15.2M |
| 5 |
Vanguard Total World Stock ETF
VT
|
$14.7M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 1.69% |
| 2 | Technology | 1.68% |
| 3 | Healthcare | 1.38% |
| 4 | Financials | 1.37% |
| 5 | Energy | 0.73% |
