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
$170M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$8.82M
2
+$5.73M
3
+$3.91M
4
AVIG icon
Avantis Core Fixed Income ETF
AVIG
+$3.57M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.95M

Top Sells

1
+$2.3M
2
+$2.18M
3
+$1.9M
4
GHYB icon
Goldman Sachs Access High Yield Corporate Bond ETF
GHYB
+$1.67M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.34M

Sector Composition

1 Technology 0.89%
2 Financials 0.46%
3 Consumer Discretionary 0.25%
4 Healthcare 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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52
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54
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55
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56
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57
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58
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59
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60
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61
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-78,775
62
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-16,173
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3