HIA

HTG Investment Advisors Portfolio holdings

AUM $269M
1-Year Est. Return 16.19%
This Quarter Est. Return
1 Year Est. Return
+16.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$2.46M
2 +$696K
3 +$542K
4
AAPL icon
Apple
AAPL
+$477K
5
AVUS icon
Avantis US Equity ETF
AVUS
+$444K

Top Sells

1 +$220K
2 +$144K
3 +$112K
4
GE icon
GE Aerospace
GE
+$104K
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$83.9K

Sector Composition

1 Real Estate 10.74%
2 Technology 3.37%
3 Industrials 1.74%
4 Consumer Staples 1.67%
5 Energy 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$200K 0.18%
875
-31
52
-4,290