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
$168M
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1 +$971K
2 +$404K
3 +$310K
4
ADBE icon
Adobe
ADBE
+$245K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$225K

Top Sells

1 +$708K
2 +$472K
3 +$429K
4
BNL icon
Broadstone Net Lease
BNL
+$427K
5
VZ icon
Verizon
VZ
+$393K

Sector Composition

1 Technology 18.02%
2 Financials 12.28%
3 Healthcare 10.9%
4 Industrials 8.51%
5 Communication Services 7.68%