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
$269M
AUM Growth
-$83.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$21.4M
3
+$18M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$17.5M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$9.25M

Top Sells

1
+$24.8M
2
+$24.1M
3
+$20.8M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$15.3M
5
VT icon
Vanguard Total World Stock ETF
VT
+$14.7M

Sector Composition

1 Technology 2.07%
2 Financials 0.94%
3 Energy 0.78%
4 Healthcare 0.72%
5 Consumer Staples 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
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