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
$112M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1 +$2.08M
2 +$406K
3 +$285K
4
DUK icon
Duke Energy
DUK
+$270K
5
DIS icon
Walt Disney
DIS
+$259K

Sector Composition

1 Technology 16.56%
2 Healthcare 12.3%
3 Financials 11.39%
4 Communication Services 8.35%
5 Consumer Discretionary 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$9K 0.01%
+550
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+100
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$6K 0.01%
+300