HA
HC Advisors Portfolio holdings
AUM
$142M
This Quarter Return
+2.75%
1 Year Return
+15.52%
3 Year Return
+52.19%
5 Year Return
+78.78%
10 Year Return
–
AUM
$108M
AUM Growth
+$108M
(-48%)
Cap. Flow
-$104M
Cap. Flow
% of AUM
-96.07%
Top 10 Holdings %
Top 10 Hldgs %
70.13%
Holding
92
New
1
Increased
11
Reduced
32
Closed
42
Top Buys
| 1 |
NVIDIA
NVDA
|
$1.22M |
| 2 |
WisdomTree US SmallCap Dividend Fund
DES
|
$415K |
| 3 |
iShares US Healthcare ETF
IYH
|
$309K |
| 4 |
iShares US Financials ETF
IYF
|
$226K |
| 5 |
SPPP
Sprott Physical Platinum and Palladium Trust
SPPP
|
$110K |
Top Sells
Sector Composition
| 1 | Technology | 4.52% |
| 2 | Financials | 1.36% |
| 3 | Healthcare | 1.14% |
| 4 | Consumer Discretionary | 1.13% |
| 5 | Materials | 0.93% |
