HA
HC Advisors Portfolio holdings
AUM
$142M
1-Year Return
15.52%
This Quarter Return
-2.73%
1 Year Return
+15.52%
3 Year Return
+52.19%
5 Year Return
+78.78%
10 Year Return
–
AUM
$158M
AUM Growth
-$5.37M
(-3.3%)
Cap. Flow
+$1.74M
Cap. Flow
% of AUM
1.1%
Top 10 Holdings %
Top 10 Hldgs %
58.15%
Holding
92
New
6
Increased
33
Reduced
23
Closed
9
Top Buys
| 1 |
Schwab US TIPS ETF
SCHP
|
$4.35M |
| 2 |
Vanguard Energy ETF
VDE
|
$1.98M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.27M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$1.22M |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
$926K |
Top Sells
Sector Composition
| 1 | Healthcare | 3.28% |
| 2 | Technology | 3.05% |
| 3 | Financials | 2.77% |
| 4 | Materials | 1.9% |
| 5 | Consumer Discretionary | 1.04% |
