HFA
High Falls Advisors Portfolio holdings
AUM
$486M
1-Year Est. Return
13.55%
1 Year Est. Return
+13.55%
AUM
$452M
AUM Growth
+$26M
(+6.1%)
Holding
153
Top Buys
| 1 | +$10.9M | |
| 2 | +$8.6M | |
| 3 | +$8.45M | |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$8.35M |
| 5 |
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
|
+$4.08M |
Top Sells
| 1 | +$29.4M | |
| 2 | +$9.49M | |
| 3 | +$5.22M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$4.45M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
+$4.08M |
Sector Composition
| 1 | Technology | 5.55% |
| 2 | Financials | 1.1% |
| 3 | Industrials | 0.95% |
| 4 | Consumer Discretionary | 0.45% |
| 5 | Healthcare | 0.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.32B
| – | – |
-10,986
|
|
||
152
Verizon
VZ
$164B
| – | – |
-4,496
|
|
||
153
iShares Core Moderate Allocation ETF
AOM
$1.73B
| – | – |
-5,138
|
|