HA

HC Advisors Portfolio holdings

AUM $142M
1-Year Est. Return 15.52%
This Quarter Est. Return
1 Year Est. Return
+15.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
+$97.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$13M
3
+$7.42M
4
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$6.22M
5
IYW icon
iShares US Technology ETF
IYW
+$5.61M

Top Sells

1
+$6.52M
2
+$1.72M
3
+$1.58M
4
AAPL icon
Apple
AAPL
+$1.34M
5
VRSK icon
Verisk Analytics
VRSK
+$1.29M

Sector Composition

1 Healthcare 5.29%
2 Technology 3.32%
3 Materials 2.3%
4 Financials 2.17%
5 Consumer Discretionary 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$410K 0.34%
+6,395
52
$404K 0.33%
+15,767
53
$373K 0.31%
8,342
+3,202
54
$361K 0.3%
+2,398
55
$357K 0.3%
+2,550
56
$339K 0.28%
+1,699
57
$323K 0.27%
+5,595
58
$318K 0.26%
+235,280
59
$316K 0.26%
+3,358
60
$315K 0.26%
+44,616
61
$308K 0.26%
+11,417
62
$303K 0.25%
+2,047
63
$274K 0.23%
+28,473
64
$269K 0.22%
+3,657
65
$269K 0.22%
+2,039
66
$268K 0.22%
+2,000
67
$267K 0.22%
+13,400
68
$251K 0.21%
+2,600
69
$230K 0.19%
+1,192
70
$229K 0.19%
+2,507
71
$225K 0.19%
+1,045
72
$222K 0.18%
+7,909
73
$216K 0.18%
+11,800
74
$216K 0.18%
+3,060
75
$216K 0.18%
+475
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3
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