HFA
HC Financial Advisors Portfolio holdings
AUM
$149M
1-Year Return
8.28%
This Quarter Return
+12.5%
1 Year Return
-8.28%
3 Year Return
+31.19%
5 Year Return
–
10 Year Return
–
AUM
$156M
AUM Growth
+$16.4M
(+12%)
Cap. Flow
+$630K
Cap. Flow
% of AUM
0.4%
Top 10 Holdings %
Top 10 Hldgs %
36.07%
Holding
420
New
25
Increased
50
Reduced
63
Closed
53
Top Buys
Top Sells
| 1 |
Microsoft
MSFT
|
$385K |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$320K |
| 3 |
WisdomTree US MidCap Dividend Fund
DON
|
$284K |
| 4 |
Apple
AAPL
|
$237K |
| 5 |
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% |
