HPA
High Probability Advisors Portfolio holdings
AUM
$729M
1-Year Est. Return
11.23%
1 Year Est. Return
+11.23%
AUM
$729M
AUM Growth
+$60.6M
(+9.1%)
Holding
65
Top Buys
| 1 | +$3.82M | |
| 2 | +$2.36M | |
| 3 | +$1.93M | |
| 4 |
Dimensional US High Profitability ETF
DUHP
|
+$1.71M |
| 5 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
+$1.67M |
Top Sells
| 1 | +$440K | |
| 2 | +$217K | |
| 3 | +$172K | |
| 4 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
+$82.3K |
| 5 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
+$25.8K |
Sector Composition
| 1 | Technology | 0.34% |
| 2 | Real Estate | 0.31% |
| 3 | Financials | 0.17% |
| 4 | Industrials | 0.14% |
| 5 | Consumer Discretionary | 0.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Home Depot
HD
$386B
| $367K | 0.05% |
905
+122
|
|
||
52
iShares ESG Optimized MSCI USA ETF
SUSA
$3.66B
| $348K | 0.05% |
2,568
-12
|
|
||
53
Mid-America Apartment Communities
MAA
$15.4B
| $324K | 0.04% |
2,318
|
|
||
54
Dimensional US Marketwide Value ETF
DFUV
$12.2B
| $297K | 0.04% |
6,646
|
|
||
|
55
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.7B
| $277K | 0.04% |
5,975
-558
|
|
||
56
Independence Realty Trust
IRT
$3.76B
| $273K | 0.04% |
16,645
|
|
||
57
NVIDIA
NVDA
$4.43T
| $272K | 0.04% |
+1,460
|
|
||
58
Visa
V
$651B
| $248K | 0.03% |
+727
|
|
||
59
Schwab U.S Small- Cap ETF
SCHA
$20.3B
| $247K | 0.03% |
8,840
|
|
||
60
JPMorgan Chase
JPM
$813B
| $234K | 0.03% |
743
|
|
||
61
Vanguard FTSE Developed Markets ETF
VEA
$178B
| $228K | 0.03% |
+3,811
|
|
||
62
Berkshire Hathaway Class B
BRK.B
$1.05T
| $215K | 0.03% |
427
|
|
||
63
Dimensional US Equity ETF
DFUS
$17B
| $209K | 0.03% |
+2,891
|
|
||
64
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
| $208K | 0.03% |
1,950
|
|
||
65
S&P Global
SPGI
$144B
| $204K | 0.03% |
419
|
|