HA
HC Advisors Portfolio holdings
AUM
$142M
This Quarter Return
-0.38%
1 Year Return
+15.52%
3 Year Return
+52.19%
5 Year Return
+78.78%
10 Year Return
–
AUM
$152M
AUM Growth
+$152M
(-6.3%)
Cap. Flow
-$8.96M
Cap. Flow
% of AUM
-5.88%
Top 10 Holdings %
Top 10 Hldgs %
62.33%
Holding
88
New
6
Increased
25
Reduced
32
Closed
7
Top Buys
| 1 |
MTTR
Matterport, Inc. Class A Common Stock
MTTR
|
$567K |
| 2 |
Eli Lilly
LLY
|
$369K |
| 3 |
Newmont
NEM
|
$229K |
| 4 |
Waste Management
WM
|
$224K |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
$162K |
Top Sells
Sector Composition
| 1 | Technology | 3.1% |
| 2 | Financials | 2.94% |
| 3 | Healthcare | 2.64% |
| 4 | Consumer Discretionary | 1.35% |
| 5 | Materials | 1.27% |
