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
51
$249K 0.09%
11,698
52
$244K 0.08%
392
+39
53
$242K 0.08%
+6,009
54
$239K 0.08%
+7,771
55
$218K 0.08%
3,046
+195
56
$204K 0.07%
+1,069
57
$200K 0.07%
+391
58
– –
-10,408
59
– –
-2,131
1 2
3