HIA

HTG Investment Advisors Portfolio holdings

AUM $297M
1-Year Est. Return 13.84%
This Quarter Est. Return
1 Year Est. Return
+13.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$1.58M
3
+$1.53M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$1.11M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$939K

Top Sells

1
+$265K
2
+$225K
3
+$83.2K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$71.1K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$66.4K

Sector Composition

1 Real Estate 7.57%
2 Technology 2%
3 Industrials 1.59%
4 Consumer Staples 0.9%
5 Communication Services 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$322K 0.13%
65,148
52
$316K 0.13%
2,889
53
$297K 0.12%
974
-3
54
$297K 0.12%
900
55
$291K 0.12%
547
-20
56
$282K 0.12%
1,089
57
$281K 0.12%
2,425
58
$278K 0.12%
1,821
59
$261K 0.11%
9,213
-159
60
$248K 0.1%
1,494
-250
61
$245K 0.1%
5,411
62
$245K 0.1%
1,846
63
$238K 0.1%
1,541
-80
64
$228K 0.1%
3,668
65
$221K 0.09%
+1,391
66
$210K 0.09%
+1,438
67
$207K 0.09%
+775
68
$204K 0.09%
+974
69
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