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
$122M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$2.03M
2 +$1.18M
3 +$791K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$487K
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$370K

Top Sells

1 +$333K
2 +$251K
3 +$106K
4
DAL icon
Delta Air Lines
DAL
+$77.6K
5
PHYS icon
Sprott Physical Gold
PHYS
+$61.6K

Sector Composition

1 Technology 3.84%
2 Consumer Discretionary 1.29%
3 Financials 1.27%
4 Materials 1.09%
5 Healthcare 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$28.7K 0.02%
+15,775
52
$599 ﹤0.01%
17,100