HFA

Highland Financial Advisors Portfolio holdings

AUM $379M
1-Year Est. Return 19.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$349M
AUM Growth
+$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.35M
3
+$1.28M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$1.15M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.04M

Top Sells

1
+$519K
2
+$229K
3
+$61.4K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$23.6K
5
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$12.9K

Sector Composition

1 Technology 0.76%
2 Financials 0.65%
3 Consumer Discretionary 0.41%
4 Communication Services 0.23%
5 Healthcare 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.74M 0.5%
6,837
+416
27
$1.47M 0.42%
10,411
+3
28
$1.46M 0.42%
22,979
+2,499
29
$1.45M 0.42%
4,598
+78
30
$1.06M 0.3%
4,841
+350
31
$986K 0.28%
11,117
-149
32
$905K 0.26%
12,587
33
$797K 0.23%
25,272
-237
34
$646K 0.19%
12,534
+610
35
$621K 0.18%
1,199
+166
36
$582K 0.17%
792
+52
37
$554K 0.16%
828
+144
38
$547K 0.16%
14,176
-183
39
$521K 0.15%
2,795
-5
40
$502K 0.14%
999
+66
41
$482K 0.14%
+632
42
$378K 0.11%
851
+70
43
$330K 0.09%
968
+47
44
$289K 0.08%
+1,549
45
$284K 0.08%
+464
46
$284K 0.08%
5,904
-10,912
47
$261K 0.07%
11,110
48
$259K 0.07%
10,162
49
$258K 0.07%
10,606
50
$257K 0.07%
10,575
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