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 | +25.51% | +6.67% | 619,710.9 | ||
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 | +1.77% | +3.25% | 32,671.7 | ||
QUAL | iShares MSCI USA Quality Factor ETF | 163,218 | 27,892.3 | +16.65% | 6.550 | +0.94% | 0.060 | +21.01% | +3.81% | 53,316.7 | ||
IVW | iShares S&P 500 Growth ETF | 289,135 | 26,840.4 | +0.77% | 6.300 | +0.05% | 0.050 | +32.85% | +8.68% | 60,634.9 | ||
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 | +25.71% | +7.15% | 19,116.5 | ||
IVE | iShares S&P 500 Value ETF | 104,833 | 19,979.0 | +42.84% | 4.690 | +1.41% | 0.050 | +17.85% | +4.34% | 39,519.8 | ||
EFV | iShares MSCI EAFE Value ETF | 305,897 | 18,029.6 | -24.27% | 4.230 | -1.19% | 0.090 | +24.04% | +23.87% | 26,081.7 | ||
MBB | iShares MBS ETF | 144,483 | 13,549.6 | -16.84% | 3.180 | -0.62% | 0.040 | +1.26% | +3.35% | 38,878.0 | ||
AAPL | Apple Inc | 57,072 | 12,677.3 | +1.87% | 2.980 | +0.05% | 0.000 | +22.33% | -15.68% | 3,146,082.4 | Hardware | |
EFG | iShares MSCI EAFE Growth ETF | 117,911 | 11,791.1 | -46.22% | 2.770 | -2.27% | 0.100 | +25.16% | +16.07% | 13,088.9 |
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 | $111.30 | 9.18% | 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 | $99.17 | -2.16% | 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 | $624.08 | 5.68% | 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 | $305.36 | 6.35% | 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 | $85.70 | -3.73% | 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 | $197.54 | 2.09% | 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 | $63.61 | 12.44% | 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 | $184.04 | 2.80% | 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 | $60.03 | 11.51% | Add 81.15% | 159,552 | 71,477 | |
IAU | iShares Gold Trust | 2025-03-31 | Add Add | +0.79% | 49.74 ($54.09) 58.96 | $62.16 | 14.93% | Add 94.36% | 117,251 | 56,923 |
High Falls Advisors, Inc Total Holding History ($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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