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
$112M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1 +$2.08M
2 +$406K
3 +$285K
4
DUK icon
Duke Energy
DUK
+$270K
5
DIS icon
Walt Disney
DIS
+$259K

Sector Composition

1 Technology 16.56%
2 Healthcare 12.3%
3 Financials 11.39%
4 Communication Services 8.35%
5 Consumer Discretionary 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$6K 0.01%
+20
277
$6K 0.01%
+1,300
278
$6K 0.01%
+200
279
$6K 0.01%
+1,140
280
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+80
281
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+600
283
$6K 0.01%
+128
284
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+120
285
$6K 0.01%
+38
286
$6K 0.01%
+300
287
$6K 0.01%
+286
288
$5K ﹤0.01%
+214
289
$5K ﹤0.01%
+80
290
$5K ﹤0.01%
+128
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+140
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+475
293
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+30
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+175
298
$5K ﹤0.01%
+82
299
$5K ﹤0.01%
+303
300
$5K ﹤0.01%
+182