HF
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High Falls Advisors, Inc13F | |
| High Falls Advisors, Inc | |
| Last update 2025-05-13 | 125 Stocks (18 new) |
| Value $426.00 Mil | Turnover 11 % |
High Falls Advisors, Inc Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 105,287 | 59,160.6 | -10.35% | 13.890 | -1.66% | 0.010 | +16.68% | +7.37% | 623,772.3 | ||
IUSB |
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
| 1,230,325 | 56,693.4 | -1.94% | 13.310 | -0.26% | 0.170 | +0.39% | +3.69% | 32,811.1 | ||
QUAL | iShares MSCI USA Quality Factor ETF | 163,218 | 27,892.3 | +16.65% | 6.550 | +0.94% | 0.060 | +12.61% | +4.33% | 53,585.8 | ||
IVW | iShares S&P 500 Growth ETF | 289,135 | 26,840.4 | +0.77% | 6.300 | +0.05% | 0.050 | +24.45% | +9.38% | 61,026.0 | ||
DYNF |
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
| 487,964 | 23,793.1 | +0.68% | 5.590 | +0.04% | 0.150 | +18.04% | +8.19% | 19,302.3 | ||
IVE | iShares S&P 500 Value ETF | 104,833 | 19,979.0 | +42.84% | 4.690 | +1.41% | 0.050 | +8.84% | +4.93% | 39,744.8 | ||
EFV | iShares MSCI EAFE Value ETF | 305,897 | 18,029.6 | -24.27% | 4.230 | -1.19% | 0.090 | +12.70% | +24.54% | 26,221.2 | ||
MBB | iShares MBS ETF | 144,483 | 13,549.6 | -16.84% | 3.180 | -0.62% | 0.040 | -0.13% | +3.73% | 39,022.6 | ||
AAPL | Apple Inc | 57,072 | 12,677.3 | +1.87% | 2.980 | +0.05% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
EFG | iShares MSCI EAFE Growth ETF | 117,911 | 11,791.1 | -46.22% | 2.770 | -2.27% | 0.100 | +14.45% | +16.19% | 13,101.8 |
High Falls Advisors, Inc's Historical Top Holdings Breakdowns
High Falls Advisors, Inc's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
EFG | iShares MSCI EAFE Growth ETF | 2025-03-31 | Reduce Reduce | -2.27% | 96.1 ($101.94) 106.32 | $111.41 | 9.29% | Reduce -46.22% | 117,911 | -101,322 | |
TLH |
iShares 10-20 Year Treasury Bond ETF
iShares 10-20 Year Treasury Bond ETF
| 2025-03-31 | Add Add | +2.13% | 97.25 ($101.36) 104.79 | $100.29 | -1.06% | Add 655.12% | 101,156 | 87,760 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Reduce Reduce | -1.66% | 554.06 ($590.51) 615.85 | $628.17 | 6.38% | Reduce -10.35% | 105,287 | -12,155 | |
OEF | iShares S&P 100 ETF | 2025-03-31 | Add Add | +1.51% | 268.35 ($287.14) 300.35 | $307.86 | 7.22% | Add 320.1% | 31,121 | 23,713 | |
TLT | iShares 20+ Year Treasury Bond ETF | 2025-03-31 | Reduce Reduce | -1.47% | 85.29 ($89.02) 92.57 | $86.97 | -2.30% | Reduce -93.11% | 5,377 | -72,643 | |
IVE | iShares S&P 500 Value ETF | 2025-03-31 | Add Add | +1.41% | 185.78 ($193.5) 198.58 | $198.67 | 2.67% | Add 42.84% | 104,833 | 31,439 | |
EFV | iShares MSCI EAFE Value ETF | 2025-03-31 | Reduce Reduce | -1.19% | 51.88 ($56.57) 60.73 | $63.95 | 13.05% | Reduce -24.27% | 305,897 | -98,036 | |
QUAL | iShares MSCI USA Quality Factor ETF | 2025-03-31 | Add Add | +0.94% | 168.16 ($179.03) 186.21 | $184.97 | 3.32% | Add 16.65% | 163,218 | 23,301 | |
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 2025-03-31 | Add Add | +0.90% | 50.83 ($53.83) 55.94 | $60.62 | 12.61% | Add 81.15% | 159,552 | 71,477 | |
IAU | iShares Gold Trust | 2025-03-31 | Add Add | +0.79% | 49.74 ($54.09) 58.96 | $62.87 | 16.23% | Add 94.36% | 117,251 | 56,923 |
High Falls Advisors, Inc Total Holding History ($B)
High Falls Advisors, Inc's Asset Allocation
High Falls Advisors, Inc Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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High Falls Advisors, Inc's Hypothetical Growth since 2025-03-31
High Falls Advisors, Inc's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
High Falls Advisors, Inc's Holdings Heat Map
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High Falls Advisors, Inc's Holdings Bubble Chart
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