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
$496M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.75M
3
+$221K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$209K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$202K

Top Sells

1
+$2.82M
2
+$1.98M
3
+$1.5M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.19M
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.13M

Sector Composition

1 Real Estate 0.89%
2 Technology 0.29%
3 Industrials 0.13%
4 Consumer Discretionary 0.05%
5 Healthcare 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$221K 0.04%
+2,750
52
$210K 0.04%
1,351
-776
53
$209K 0.04%
+8,840
54
$202K 0.04%
+1,919
1 2
3