We are live on ! Find out more
HFA

HC Financial Advisors Portfolio holdings

AUM $149M
1-Year Est. Return 8.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-8.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$566K
2
+$558K
3
+$488K
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$398K
5
BMY icon
Bristol-Myers Squibb
BMY
+$284K

Top Sells

1
+$458K
2
+$280K
3
+$268K
4
EMTL icon
State Street DoubleLine Emerging Markets Fixed Income ETF
EMTL
+$137K
5
VZ icon
Verizon
VZ
+$118K

Sector Composition

1 Technology 18.42%
2 Financials 11.86%
3 Healthcare 11.48%
4 Consumer Discretionary 8.57%
5 Communication Services 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$11K 0.01%
317
227
$11K 0.01%
312
228
$11K 0.01%
606
-3,072
229
$11K 0.01%
718
-659
230
$10K 0.01%
70
231
$10K 0.01%
84
232
$10K 0.01%
70
233
$10K 0.01%
284
234
$10K 0.01%
200
235
$10K 0.01%
500
236
$10K 0.01%
3,500
237
$10K 0.01%
1,140
238
$10K 0.01%
164
239
$10K 0.01%
338
240
$10K 0.01%
112
241
$10K 0.01%
128
242
$10K 0.01%
300
243
$10K 0.01%
301
244
$10K 0.01%
190
245
$10K 0.01%
314
-7
246
$9K 0.01%
7
247
$9K 0.01%
146
248
$9K 0.01%
250
249
$9K 0.01%
800
250
$9K 0.01%
350
8 9
10
11 12