HA
HC Advisors Portfolio holdings
AUM
$142M
This Quarter Return
-12.17%
1 Year Return
+15.52%
3 Year Return
+52.19%
5 Year Return
+78.78%
10 Year Return
–
AUM
$140M
AUM Growth
+$140M
(-11%)
Cap. Flow
+$2.73M
Cap. Flow
% of AUM
1.94%
Top 10 Holdings %
Top 10 Hldgs %
58.17%
Holding
87
New
4
Increased
42
Reduced
16
Closed
7
Top Buys
| 1 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$2.25M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.27M |
| 3 |
Plug Power
PLUG
|
$830K |
| 4 |
Vanguard Russell 3000 ETF
VTHR
|
$752K |
| 5 |
Amazon
AMZN
|
$485K |
Top Sells
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$2.19M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$1.07M |
| 3 |
Agnico Eagle Mines
AEM
|
$941K |
| 4 |
JPMorgan Chase
JPM
|
$849K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$402K |
Sector Composition
| 1 | Healthcare | 3.22% |
| 2 | Technology | 3.11% |
| 3 | Financials | 2.04% |
| 4 | Consumer Discretionary | 0.99% |
| 5 | Industrials | 0.92% |
