HFA
Highland Financial Advisors Portfolio holdings
AUM
$312M
This Quarter Return
-14.93%
1 Year Return
+13.95%
3 Year Return
+48.13%
5 Year Return
–
10 Year Return
–
AUM
$146M
AUM Growth
–
Cap. Flow
+$146M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
68.03%
Holding
48
New
48
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
$16.1M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$16M |
| 3 |
Vanguard Russell 1000 Growth ETF
VONG
|
$12.3M |
| 4 |
Avantis US Equity ETF
AVUS
|
$9.7M |
| 5 |
Dimensional US Core Equity Market ETF
DFAU
|
$9.64M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 0.94% |
| 2 | Financials | 0.54% |
| 3 | Consumer Discretionary | 0.36% |
