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
$128M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Sells

1 +$452K
2 +$282K
3 +$276K
4
EMTL icon
SPDR DoubleLine Emerging Markets Fixed Income ETF
EMTL
+$141K
5
XOM icon
Exxon Mobil
XOM
+$117K

Sector Composition

1 Technology 18.42%
2 Financials 11.86%
3 Healthcare 11.48%
4 Consumer Discretionary 8.57%
5 Communication Services 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$6K ﹤0.01%
56
277
$6K ﹤0.01%
150
278
$6K ﹤0.01%
80
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30
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1,300
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$6K ﹤0.01%
174
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$6K ﹤0.01%
56
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$6K ﹤0.01%
38
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$6K ﹤0.01%
150
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$5K ﹤0.01%
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450
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941
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$5K ﹤0.01%
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$4K ﹤0.01%
140
297
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42
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$4K ﹤0.01%
33
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$4K ﹤0.01%
28
300
$4K ﹤0.01%
266