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
$155M
AUM Growth
+$8.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$1.37M
2 +$1.17M
3 +$1.14M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.08M
5
MO icon
Altria Group
MO
+$726K

Top Sells

1 +$921K
2 +$730K
3 +$668K
4
CYTK icon
Cytokinetics
CYTK
+$482K
5
COGT icon
Cogent Biosciences
COGT
+$353K

Sector Composition

1 Financials 2.81%
2 Technology 2.61%
3 Healthcare 2.33%
4 Consumer Discretionary 1.47%
5 Communication Services 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-7,450
102
-13,136