HA
HC Advisors Portfolio holdings
AUM
$142M
This Quarter Return
-3.27%
1 Year Return
+15.52%
3 Year Return
+52.19%
5 Year Return
+78.78%
10 Year Return
–
AUM
$145M
AUM Growth
+$145M
(+3.4%)
Cap. Flow
+$12.3M
Cap. Flow
% of AUM
8.46%
Top 10 Holdings %
Top 10 Hldgs %
55.1%
Holding
87
New
7
Increased
41
Reduced
15
Closed
2
Top Buys
| 1 |
CRISPR Therapeutics
CRSP
|
$3.04M |
| 2 |
Apellis Pharmaceuticals
APLS
|
$2.33M |
| 3 |
iShares US Financials ETF
IYF
|
$1.39M |
| 4 |
Vanguard Energy ETF
VDE
|
$1.25M |
| 5 |
Zeta Global
ZETA
|
$878K |
Top Sells
| 1 |
Apple
AAPL
|
$1.13M |
| 2 |
Schwab Short-Term US Treasury ETF
SCHO
|
$481K |
| 3 |
Vanguard Russell 1000 Value ETF
VONV
|
$254K |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$251K |
| 5 |
Exxon Mobil
XOM
|
$215K |
Sector Composition
| 1 | Healthcare | 7.38% |
| 2 | Technology | 2.82% |
| 3 | Financials | 1.9% |
| 4 | Industrials | 1.05% |
| 5 | Consumer Discretionary | 0.99% |
