HFA

HC Financial Advisors Portfolio holdings

AUM $149M
1-Year Est. Return 8.28%
This Quarter Est. Return
1 Year Est. Return
-8.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$422K
3
+$265K
4
BNDC icon
FlexShares Core Select Bond Fund
BNDC
+$243K
5
PNC icon
PNC Financial Services
PNC
+$219K

Top Sells

1
+$385K
2
+$320K
3
+$284K
4
AAPL icon
Apple
AAPL
+$237K
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$197K

Sector Composition

1 Technology 17.14%
2 Financials 11.89%
3 Healthcare 10.99%
4 Communication Services 9.12%
5 Industrials 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$14K 0.01%
573
227
$14K 0.01%
100
228
$14K 0.01%
2,500
229
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112
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128
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121
-30
232
$13K 0.01%
+150
233
$13K 0.01%
586
234
$13K 0.01%
612
235
$13K 0.01%
602
236
$13K 0.01%
255
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237
$13K 0.01%
313
238
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284
239
$13K 0.01%
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240
$13K 0.01%
337
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241
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300
242
$13K 0.01%
585
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$13K 0.01%
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244
$13K 0.01%
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$12K 0.01%
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$12K 0.01%
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248
$12K 0.01%
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249
$12K 0.01%
160
250
$12K 0.01%
166
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