HFA

Highland Financial Advisors Portfolio holdings

AUM $349M
1-Year Est. Return 16.75%
This Quarter Est. Return
1 Year Est. Return
+16.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$289M
AUM Growth
+$7.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$960K
2
+$825K
3
+$792K
4
AVIG icon
Avantis Core Fixed Income ETF
AVIG
+$704K
5
TSLA icon
Tesla
TSLA
+$612K

Top Sells

1
+$2.34M
2
+$532K
3
+$334K
4
IAU icon
iShares Gold Trust
IAU
+$236K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$194K

Sector Composition

1 Financials 1.03%
2 Technology 0.88%
3 Consumer Discretionary 0.67%
4 Healthcare 0.27%
5 Communication Services 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.31M 0.45%
5,971
+1,480
27
$925K 0.32%
18,340
+254
28
$792K 0.27%
+1,026
29
$715K 0.25%
1,578
+1,011
30
$635K 0.22%
25,014
31
$612K 0.21%
+1,515
32
$606K 0.21%
6,944
-138
33
$528K 0.18%
1,253
+474
34
$517K 0.18%
1,636
+687
35
$508K 0.18%
11,205
+1,046
36
$493K 0.17%
14,254
37
$489K 0.17%
9,828
38
$468K 0.16%
2,763
+57
39
$433K 0.15%
740
40
$403K 0.14%
684
+125
41
$297K 0.1%
6,389
+78
42
$282K 0.1%
+2,098
43
$264K 0.09%
6,268
+329
44
$255K 0.09%
10,575
45
$254K 0.09%
10,606
46
$253K 0.09%
10,162
47
$253K 0.09%
11,110
48
$252K 0.09%
11,027
49
$251K 0.09%
11,306
50
$250K 0.09%
11,430
1
2
3