HIA

HTG Investment Advisors Portfolio holdings

AUM $325M
1-Year Est. Return 18.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.8M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$13.4M
2 +$13.1M
3 +$9.47M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$6.93M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$5.96M

Top Sells

No sells this quarter

Sector Composition

1 Real Estate 9.98%
2 Technology 2.59%
3 Industrials 1.95%
4 Consumer Staples 1.92%
5 Energy 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$119K 0.12%
+10,000