HA
HC Advisors Portfolio holdings
AUM
$142M
This Quarter Return
+6.38%
1 Year Return
+15.52%
3 Year Return
+52.19%
5 Year Return
+78.78%
10 Year Return
–
AUM
$96.9M
AUM Growth
–
Cap. Flow
+$96.9M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
65.99%
Holding
44
New
44
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$18M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$13.4M |
| 3 |
Schwab Emerging Markets Equity ETF
SCHE
|
$5.75M |
| 4 |
Vanguard Consumer Staples ETF
VDC
|
$4.9M |
| 5 |
iShares US Financials ETF
IYF
|
$4.84M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.64% |
| 2 | Industrials | 2.3% |
| 3 | Healthcare | 1.94% |
| 4 | Consumer Discretionary | 1.42% |
| 5 | Financials | 1.37% |
