HPA

High Probability Advisors Portfolio holdings

AUM $729M
1-Year Est. Return 11.23%
This Quarter Est. Return
1 Year Est. Return
+11.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1 +$40.1M
2 +$16.5M
3 +$15.8M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$13.2M
5
FVAL icon
Fidelity Value Factor ETF
FVAL
+$12.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.26%
2 Real Estate 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$344K 0.21%
+2,926
27
$316K 0.19%
+1,414
28
$276K 0.17%
+1,610
29
$257K 0.16%
+2,792
30
$223K 0.14%
+1,413
31
$218K 0.13%
+1,369
32
$212K 0.13%
+3,848
33
$147K 0.09%
+10,954