HA
HC Advisors Portfolio holdings
AUM
$142M
This Quarter Return
+6.64%
1 Year Return
+15.52%
3 Year Return
+52.19%
5 Year Return
+78.78%
10 Year Return
–
AUM
$210M
AUM Growth
+$210M
(+17%)
Cap. Flow
+$22.4M
Cap. Flow
% of AUM
10.67%
Top 10 Holdings %
Top 10 Hldgs %
57.76%
Holding
95
New
8
Increased
48
Reduced
19
Closed
4
Top Buys
| 1 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$7.79M |
| 2 |
iShares US Healthcare ETF
IYH
|
$2.82M |
| 3 |
First Trust Morningstar Dividend Leaders Index Fund
FDL
|
$1.72M |
| 4 |
Schwab Emerging Markets Equity ETF
SCHE
|
$1.67M |
| 5 |
Coca-Cola
KO
|
$851K |
Top Sells
Sector Composition
| 1 | Technology | 4.17% |
| 2 | Healthcare | 2.86% |
| 3 | Consumer Discretionary | 1.86% |
| 4 | Financials | 1.34% |
| 5 | Industrials | 1.23% |
