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
51
$257K 0.07%
11,698
52
$256K 0.07%
11,430
53
$255K 0.07%
11,306
54
$254K 0.07%
3,846
+497
55
$253K 0.07%
11,027
56
$235K 0.07%
+964
57
$229K 0.07%
+381
58
$201K 0.06%
+664
59
– –
-7,771
60
– –
-11,600
1 2
3