HFA

HC Financial Advisors Portfolio holdings

AUM $149M
1-Year Est. Return 8.28%
This Fund
S&P 500
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
+$2.13M
2
+$440K
3
+$339K
4
FDX icon
FedEx
FDX
+$331K
5
DUK icon
Duke Energy
DUK
+$307K

Top Sells

1
+$2.81M
2
+$613K
3
+$267K
4
NFRA icon
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
+$174K
5
MSFT icon
Microsoft
MSFT
+$121K

Sector Composition

1 Technology 16.56%
2 Healthcare 12.3%
3 Financials 11.39%
4 Communication Services 8.36%
5 Consumer Discretionary 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$6K 0.01%
+300
277
$6K 0.01%
+20
278
$6K 0.01%
+1,300
279
$6K 0.01%
+200
280
$6K 0.01%
+1,140
281
$6K 0.01%
+80
282
$6K 0.01%
+170
283
$6K 0.01%
+628
284
$6K 0.01%
+128
285
$6K 0.01%
+120
286
$6K 0.01%
+38
287
$6K 0.01%
+300
288
$5K ﹤0.01%
+214
289
$5K ﹤0.01%
+80
290
$5K ﹤0.01%
+128
291
$5K ﹤0.01%
+28
292
$5K ﹤0.01%
+320
293
$5K ﹤0.01%
+150
294
$5K ﹤0.01%
+140
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$5K ﹤0.01%
+475
296
$5K ﹤0.01%
+50
297
$5K ﹤0.01%
+76
298
$5K ﹤0.01%
+150
299
$5K ﹤0.01%
+30
300
$5K ﹤0.01%
+175
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