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
$167M
AUM Growth
-$4.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$595K
2
+$413K
3
+$256K
4
HBAN icon
Huntington Bancshares
HBAN
+$227K
5
BMY icon
Bristol-Myers Squibb
BMY
+$142K

Top Sells

1
+$3.38M
2
+$705K
3
+$376K
4
ADP icon
Automatic Data Processing
ADP
+$155K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$133K

Sector Composition

1 Technology 17.41%
2 Financials 12.04%
3 Healthcare 10.22%
4 Communication Services 8.75%
5 Consumer Discretionary 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$8K ﹤0.01%
20
252
$8K ﹤0.01%
67
253
$8K ﹤0.01%
174
254
$8K ﹤0.01%
30
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$8K ﹤0.01%
941
256
$7K ﹤0.01%
62
-62
257
$7K ﹤0.01%
150
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$7K ﹤0.01%
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$7K ﹤0.01%
150
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$7K ﹤0.01%
60
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$6K ﹤0.01%
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$6K ﹤0.01%
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$6K ﹤0.01%
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267
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268
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$6K ﹤0.01%
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$5K ﹤0.01%
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$5K ﹤0.01%
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272
$5K ﹤0.01%
60
273
$5K ﹤0.01%
128
274
$5K ﹤0.01%
150
275
$5K ﹤0.01%
95
9 10
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