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
$167M
AUM Growth
-$4.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$595K
2
+$413K
3
+$256K
4
HBAN icon
Huntington Bancshares
HBAN
+$227K
5
BMY icon
Bristol-Myers Squibb
BMY
+$142K

Top Sells

1
+$3.38M
2
+$705K
3
+$376K
4
ADP icon
Automatic Data Processing
ADP
+$155K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$133K

Sector Composition

1 Technology 17.41%
2 Financials 12.04%
3 Healthcare 10.22%
4 Communication Services 8.75%
5 Consumer Discretionary 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$13K 0.01%
73
227
$12K 0.01%
214
228
$12K 0.01%
80
+5
229
$12K 0.01%
312
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$12K 0.01%
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231
$12K 0.01%
+581
232
$12K 0.01%
234
+5
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$12K 0.01%
187
-5,857
234
$11K 0.01%
70
235
$11K 0.01%
30
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100
237
$11K 0.01%
718
238
$11K 0.01%
360
239
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320
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$10K 0.01%
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$10K 0.01%
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245
$9K 0.01%
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$9K 0.01%
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$9K 0.01%
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-30
248
$9K 0.01%
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249
$9K 0.01%
212
250
$8K ﹤0.01%
47
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