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
$156M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1 +$1.21M
2 +$422K
3 +$265K
4
BNDC icon
FlexShares Core Select Bond Fund
BNDC
+$243K
5
PNC icon
PNC Financial Services
PNC
+$219K

Top Sells

1 +$385K
2 +$320K
3 +$284K
4
AAPL icon
Apple
AAPL
+$237K
5
SPTI icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$12K 0.01%
312
252
$12K 0.01%
80
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$12K 0.01%
170
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$12K 0.01%
+215
255
$12K 0.01%
100
256
$12K 0.01%
718
257
$12K 0.01%
130
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$12K 0.01%
95
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$12K 0.01%
73
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$12K 0.01%
585
261
$11K 0.01%
3,500
262
$11K 0.01%
+214
263
$11K 0.01%
320
264
$10K 0.01%
214
265
$10K 0.01%
301
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800
267
$10K 0.01%
56
268
$10K 0.01%
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269
$10K 0.01%
265
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$10K 0.01%
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120
272
$10K 0.01%
941
273
$9K 0.01%
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274
$9K 0.01%
550
275
$8K 0.01%
30