HA

HC Advisors Portfolio holdings

AUM $145M
1-Year Est. Return 18.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$418K
2
+$303K
3
+$223K
4
SPPP
Sprott Physical Platinum and Palladium Trust
SPPP
+$111K
5
SGDM icon
Sprott Gold Miners ETF
SGDM
+$79.8K

Top Sells

1
+$40.7M
2
+$7.14M
3
+$4.77M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.31M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$3.79M

Sector Composition

1 Technology 4.52%
2 Financials 1.36%
3 Healthcare 1.14%
4 Consumer Discretionary 1.13%
5 Materials 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
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