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
$146M
AUM Growth
+$1.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.12M
3
+$783K
4
PLUG icon
Plug Power
PLUG
+$619K
5
IYW icon
iShares US Technology ETF
IYW
+$352K

Top Sells

1
+$2.63M
2
+$1.98M
3
+$1.84M
4
BAC icon
Bank of America
BAC
+$1.41M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.17M

Sector Composition

1 Technology 3.51%
2 Healthcare 3.17%
3 Consumer Discretionary 1.23%
4 Industrials 1.16%
5 Financials 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$474K 0.32%
3,535
+323
52
$442K 0.3%
5,267
+467
53
$436K 0.3%
4,030
+214
54
$394K 0.27%
2,786
+155
55
$380K 0.26%
81,650
+25,479
56
$358K 0.24%
1,192
57
$342K 0.23%
1,706
+4
58
$331K 0.23%
9,986
-42,700
59
$321K 0.22%
1,816
+326
60
$318K 0.22%
2,541
+18
61
$316K 0.22%
19,342
-4,014
62
$316K 0.22%
596
63
$316K 0.22%
+6,909
64
$312K 0.21%
2,109
65
$296K 0.2%
5,725
-35,640
66
$253K 0.17%
2,075
-500
67
$238K 0.16%
5,345
-6,790
68
$235K 0.16%
1,500
69
$228K 0.16%
1,500
70
$227K 0.16%
6,909
-1,095
71
$223K 0.15%
5,174
+4
72
$222K 0.15%
2,502
-158
73
$218K 0.15%
+1,977
74
$215K 0.15%
5,301
-48,643
75
$204K 0.14%
+2,500
1 2
3
4