HA
HC Advisors Portfolio holdings
AUM
$142M
This Quarter Return
+6.58%
1 Year Return
+15.52%
3 Year Return
+52.19%
5 Year Return
+78.78%
10 Year Return
–
AUM
$146M
AUM Growth
+$146M
(+0.86%)
Cap. Flow
-$5.4M
Cap. Flow
% of AUM
-3.69%
Top 10 Holdings %
Top 10 Hldgs %
55.96%
Holding
92
New
7
Increased
32
Reduced
31
Closed
8
Top Buys
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$1.57M |
| 2 |
Apple
AAPL
|
$1.12M |
| 3 |
First Trust Morningstar Dividend Leaders Index Fund
FDL
|
$783K |
| 4 |
Plug Power
PLUG
|
$619K |
| 5 |
iShares US Technology ETF
IYW
|
$352K |
Top Sells
| 1 |
Schwab US TIPS ETF
SCHP
|
$2.63M |
| 2 |
CRISPR Therapeutics
CRSP
|
$1.98M |
| 3 |
Apellis Pharmaceuticals
APLS
|
$1.84M |
| 4 |
Bank of America
BAC
|
$1.41M |
| 5 |
Schwab Emerging Markets Equity ETF
SCHE
|
$1.17M |
Sector Composition
| 1 | Technology | 3.51% |
| 2 | Healthcare | 3.17% |
| 3 | Consumer Discretionary | 1.23% |
| 4 | Industrials | 1.16% |
| 5 | Financials | 1.16% |
