We are live on ! Find out more
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
$108M
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$418K
2
+$303K
3
+$223K
4
SPPP
Sprott Physical Platinum and Palladium Trust
SPPP
+$111K
5
SGDM icon
Sprott Gold Miners ETF
SGDM
+$79.8K

Top Sells

1
+$40.7M
2
+$7.14M
3
+$4.77M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.31M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$3.79M

Sector Composition

1 Technology 4.52%
2 Financials 1.36%
3 Healthcare 1.14%
4 Consumer Discretionary 1.13%
5 Materials 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-5,704
77
– –
-1,368
78
– –
-45,568
79
– –
-41,205
80
– –
-5,421
81
– –
-8,936
82
– –
-4,249
83
– –
-1,878
84
– –
-4,504
85
– –
-5,559
86
– –
-1,802
87
– –
-1,800
88
– –
-2,817
89
– –
-2,161
90
– –
-2,591
91
– –
-6,117
1 2 3
4