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HC
Hatton Consulting Portfolio holdings
AUM
$134M
This Fund
S&P 500
This Quarter
Est. Return
+0.25%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$109M
AUM Growth
–
Cap. Flow
+$110M
Cap. Flow
% of AUM
100.61%
Top 10 Holdings %
Top 10 Hldgs %
81.5%
Holding
35
New
35
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$23.9M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$15.2M |
| 3 |
iShares Russell 1000 ETF
IWB
|
+$12.5M |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$8.87M |
| 5 |
iShares AAA-A Rated Corporate Bond ETF
QLTA
|
+$7.14M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 0.79% |
| 2 | Communication Services | 0.76% |
| 3 | Financials | 0.76% |
| 4 | Consumer Discretionary | 0.55% |
| 5 | Energy | 0.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Amazon
AMZN
$2.64T
| $313K | 0.29% |
+2,020
| New | +$320K |
|
27
Meta Platforms (Facebook)
META
$1.68T
| $292K | 0.27% |
+991
| New | +$267K |
|
28
Ford
F
$55.3B
| $284K | 0.26% |
+23,216
| New | +$266K |
|
29
Vanguard FTSE Emerging Markets ETF
VWO
$121B
| $242K | 0.22% |
+4,640
| New | +$247K |
|
30
Chevron
CVX
$362B
| $224K | 0.21% |
+2,142
| New | +$209K |
|
31
Walmart Inc
WMT
$917B
| $221K | 0.2% |
+4,887
| New | +$226K |
|
32
iShares Silver Trust
SLV
$28.5B
| $217K | 0.2% |
+9,540
| New | +$232K |
|
33
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.8B
| $201K | 0.18% |
+5,710
| New | +$195K |
|
34
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.86B
| $201K | 0.18% |
+4,345
| New | +$196K |
|
|
AIXC
35
AIxCrypto Holdings Inc
AIXC
$19.8M
| $154K | 0.14% |
+114
| New | +$193K |
|
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