HFA
High Falls Advisors Portfolio holdings
AUM
$452M
This Quarter Return
+6.41%
1 Year Return
+11.39%
3 Year Return
+43.65%
5 Year Return
+60.9%
10 Year Return
–
AUM
$321M
AUM Growth
+$321M
(+5.2%)
Cap. Flow
-$2.24M
Cap. Flow
% of AUM
-0.7%
Top 10 Holdings %
Top 10 Hldgs %
69.47%
Holding
120
New
12
Increased
34
Reduced
58
Closed
6
Top Buys
| 1 |
iShares MBS ETF
MBB
|
$11.6M |
| 2 |
iShares Core Total USD Bond Market ETF
IUSB
|
$7.57M |
| 3 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
$7.22M |
| 4 |
iShares US Technology ETF
IYW
|
$6.21M |
| 5 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$4.86M |
Top Sells
| 1 |
iShares US Treasury Bond ETF
GOVT
|
$18M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$6.53M |
| 3 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$5.31M |
| 4 |
iShares Core High Dividend ETF
HDV
|
$5.14M |
| 5 |
iShares Fallen Angels USD Bond ETF
FALN
|
$2.51M |
Sector Composition
| 1 | Technology | 3.33% |
| 2 | Industrials | 1.25% |
| 3 | Financials | 0.67% |
| 4 | Healthcare | 0.61% |
| 5 | Energy | 0.6% |
