HFA
Highland Financial Advisors Portfolio holdings
AUM
$349M
1-Year Est. Return
16.75%
1 Year Est. Return
+16.75%
AUM
$312M
AUM Growth
+$32M
(+11%)
Holding
57
Top Buys
| 1 | +$1.39M | |
| 2 | +$1.16M | |
| 3 | +$1.1M | |
| 4 |
Dimensional World Equity ETF
DFAW
|
+$844K |
| 5 |
Avantis US Small Cap Value ETF
AVUV
|
+$750K |
Top Sells
| 1 | +$1.87M | |
| 2 | +$1.42M | |
| 3 | +$670K | |
| 4 |
Vanguard Russell 1000 ETF
VONE
|
+$543K |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
+$423K |
Sector Composition
| 1 | Financials | 0.67% |
| 2 | Technology | 0.59% |
| 3 | Consumer Discretionary | 0.4% |
| 4 | Communication Services | 0.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Tesla
TSLA
$1.34T
| $248K | 0.08% |
+781
|
|
||
52
Dimensional US Small Cap Value ETF
DFSV
$5.25B
| $229K | 0.07% |
7,771
|
|
||
53
iShares Core MSCI Emerging Markets ETF
IEMG
$113B
| $201K | 0.06% |
+3,349
|
|
||
|
IGR
54
CBRE Global Real Estate Income Fund
IGR
$724M
| $61.4K | 0.02% |
+11,600
|
|
||
55
Vanguard ESG US Stock ETF
ESGV
$11.6B
| – | – |
-3,741
|
|
||
56
iShares MSCI Global Sustainable Development Goals ETF
SDG
$180M
| – | – |
-3,333
|
|
||
|
57
Vanguard Russell 1000 ETF
VONE
$6.92B
| – | – |
-2,138
|
|