HFA
HC Financial Advisors Portfolio holdings
AUM
$149M
1-Year Return
8.28%
This Quarter Return
+6.37%
1 Year Return
-8.28%
3 Year Return
+31.19%
5 Year Return
–
10 Year Return
–
AUM
$172M
AUM Growth
+$7.55M
(+4.6%)
Cap. Flow
-$2.19M
Cap. Flow
% of AUM
-1.28%
Top 10 Holdings %
Top 10 Hldgs %
35.63%
Holding
376
New
22
Increased
27
Reduced
64
Closed
23
Top Buys
Top Sells
| 1 |
Northern Trust
NTRS
|
$674K |
| 2 |
Alphabet (Google) Class C
GOOG
|
$486K |
| 3 |
PNC Financial Services
PNC
|
$450K |
| 4 |
Visa
V
|
$248K |
| 5 |
Estee Lauder
EL
|
$238K |
Sector Composition
| 1 | Technology | 16.4% |
| 2 | Financials | 11.5% |
| 3 | Healthcare | 10.07% |
| 4 | Communication Services | 8.56% |
| 5 | Industrials | 8.38% |
