HA
HC Advisors Portfolio holdings
AUM
$142M
This Quarter Return
+5%
1 Year Return
+15.52%
3 Year Return
+52.19%
5 Year Return
+78.78%
10 Year Return
–
AUM
$162M
AUM Growth
+$162M
(+10%)
Cap. Flow
+$9.28M
Cap. Flow
% of AUM
5.73%
Top 10 Holdings %
Top 10 Hldgs %
56.24%
Holding
88
New
4
Increased
43
Reduced
17
Closed
7
Top Buys
| 1 |
Schwab US TIPS ETF
SCHP
|
$4.94M |
| 2 |
Schwab US Aggregate Bond ETF
SCHZ
|
$1.94M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$1.55M |
| 4 |
Schwab Emerging Markets Equity ETF
SCHE
|
$1.2M |
| 5 |
iShares US Healthcare ETF
IYH
|
$994K |
Top Sells
| 1 |
Vanguard Energy ETF
VDE
|
$1.43M |
| 2 |
iShares US Financials ETF
IYF
|
$1.22M |
| 3 |
Schwab International Equity ETF
SCHF
|
$754K |
| 4 |
UnitedHealth
UNH
|
$316K |
| 5 |
iShares US Technology ETF
IYW
|
$270K |
Sector Composition
| 1 | Technology | 4.26% |
| 2 | Healthcare | 2.25% |
| 3 | Financials | 0.99% |
| 4 | Consumer Discretionary | 0.92% |
| 5 | Industrials | 0.88% |
