HFA
HC Financial Advisors Portfolio holdings
AUM
$149M
1-Year Return
8.28%
This Quarter Return
+16.08%
1 Year Return
-8.28%
3 Year Return
+31.19%
5 Year Return
–
10 Year Return
–
AUM
$128M
AUM Growth
+$16.1M
(+14%)
Cap. Flow
-$447K
Cap. Flow
% of AUM
-0.35%
Top 10 Holdings %
Top 10 Hldgs %
35.97%
Holding
416
New
4
Increased
34
Reduced
76
Closed
48
Top Buys
| 1 |
Comcast
CMCSA
|
$580K |
| 2 |
US Bancorp
USB
|
$576K |
| 3 |
Huntington Bancshares
HBAN
|
$499K |
| 4 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$403K |
| 5 |
Bristol-Myers Squibb
BMY
|
$279K |
Top Sells
Sector Composition
| 1 | Technology | 18.42% |
| 2 | Financials | 11.86% |
| 3 | Healthcare | 11.48% |
| 4 | Consumer Discretionary | 8.57% |
| 5 | Communication Services | 8.5% |
