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HA

HC Advisors Portfolio holdings

AUM $149M
1-Year Est. Return 17.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
+$97.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$13M
3
+$7.39M
4
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$6.1M
5
IYW icon
iShares US Technology ETF
IYW
+$5.02M

Top Sells

1
+$6.52M
2
+$1.58M
3
+$1.54M
4
VRSK icon
Verisk Analytics
VRSK
+$1.29M
5
AAPL icon
Apple
AAPL
+$1.14M

Sector Composition

1 Healthcare 5.29%
2 Technology 3.32%
3 Materials 2.3%
4 Financials 2.17%
5 Consumer Discretionary 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$205K 0.17%
+1,455
77
$202K 0.17%
+2,122
78
$201K 0.17%
+14,264
79
$121K 0.1%
+2,500
80
– –
-7,287
81
– –
-1,200
82
– –
-31,341
83
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-26,656
84
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-17,036
85
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-3,473
86
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-25,637
87
– –
-6,215
88
– –
-8,919
89
– –
-4,283
90
– –
-2,859
91
– –
-12,526
92
– –
-6,734
93
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-3,055
94
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-7,398
95
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-3,861
96
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-2,825
97
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-325,849
98
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-7,787
99
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-41,061
100
– –
-10,536
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