HA
HC Advisors Portfolio holdings
AUM
$142M
This Quarter Return
-2.86%
1 Year Return
+15.52%
3 Year Return
+52.19%
5 Year Return
+78.78%
10 Year Return
–
AUM
$168M
AUM Growth
+$168M
(-2.4%)
Cap. Flow
+$1.55M
Cap. Flow
% of AUM
0.92%
Top 10 Holdings %
Top 10 Hldgs %
57%
Holding
88
New
5
Increased
38
Reduced
22
Closed
5
Top Buys
| 1 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$1.78M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$611K |
| 3 |
Grindr
GRND
|
$586K |
| 4 |
Schwab Emerging Markets Equity ETF
SCHE
|
$378K |
| 5 |
Chevron
CVX
|
$246K |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$639K |
| 2 |
Schwab US TIPS ETF
SCHP
|
$567K |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
$541K |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$294K |
| 5 |
Apellis Pharmaceuticals
APLS
|
$285K |
Sector Composition
| 1 | Technology | 4.2% |
| 2 | Healthcare | 2.42% |
| 3 | Industrials | 1.67% |
| 4 | Consumer Discretionary | 1.14% |
| 5 | Financials | 1.05% |
