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
$140M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Sells

1 +$1.07M
2 +$893K
3 +$416K
4
USB icon
US Bancorp
USB
+$321K
5
ADBE icon
Adobe
ADBE
+$243K

Sector Composition

1 Technology 17.45%
2 Healthcare 11.37%
3 Financials 10.97%
4 Consumer Discretionary 8.66%
5 Communication Services 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$9K 0.01%
800
277
$8K 0.01%
887
278
$8K 0.01%
20
279
$8K 0.01%
+555
280
$8K 0.01%
100
281
$8K 0.01%
314
282
$7K 0.01%
80
283
$7K 0.01%
+635
284
$7K 0.01%
50
285
$7K 0.01%
56
286
$7K 0.01%
+263
287
$7K 0.01%
150
288
$7K 0.01%
82
289
$7K 0.01%
+545
290
$7K 0.01%
1,140
291
$7K 0.01%
265
292
$7K 0.01%
550
293
$7K 0.01%
120
294
$7K 0.01%
56
295
$7K 0.01%
130
296
$6K ﹤0.01%
+130
297
$6K ﹤0.01%
178
298
$6K ﹤0.01%
150
299
$6K ﹤0.01%
30
300
$6K ﹤0.01%
1,300