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

Top Buys

1 +$2M
2 +$1.14M
3 +$734K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$479K
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$359K

Top Sells

1 +$322K
2 +$245K
3 +$103K
4
DAL icon
Delta Air Lines
DAL
+$66.6K
5
PHYS icon
Sprott Physical Gold
PHYS
+$58.1K

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