HA

HC Advisors Portfolio holdings

AUM $142M
1-Year Est. Return 15.52%
This Quarter Est. Return
1 Year Est. Return
+15.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
+$97.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Sells

1 +$6.52M
2 +$1.72M
3 +$1.58M
4
AAPL icon
Apple
AAPL
+$1.34M
5
VRSK icon
Verisk Analytics
VRSK
+$1.29M

Sector Composition

1 Healthcare 5.29%
2 Technology 3.32%
3 Materials 2.3%
4 Financials 2.17%
5 Consumer Discretionary 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,464
102
-25,637
103
-2,825