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
$212M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.53M
3
+$1.06M
4
BND icon
Vanguard Total Bond Market
BND
+$1.02M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$894K

Top Sells

1
+$2.53M
2
+$261K
3
+$94.5K
4
ORCL icon
Oracle
ORCL
+$91.7K
5
AMZN icon
Amazon
AMZN
+$38.8K

Sector Composition

1 Real Estate 8.53%
2 Technology 2.52%
3 Industrials 1.78%
4 Consumer Staples 0.96%
5 Energy 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$293K 0.14%
2,425
52
$283K 0.13%
1,744
53
$270K 0.13%
1,024
+57
54
$264K 0.12%
+4,186
55
$256K 0.12%
1,543
+2
56
$249K 0.12%
+977
57
$243K 0.11%
5,411
-48
58
$225K 0.11%
+1,821
59
$224K 0.11%
+1,846
60
$223K 0.11%
1,448
+10
61
$213K 0.1%
363
62
$211K 0.1%
+1,068
63
$207K 0.1%
+1,050
64
$207K 0.1%
65,148
+5,148
65
$206K 0.1%
+9,372
66
$204K 0.1%
+404
67
$50.3K 0.02%
12,474
+1,000
1 2
3