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
$156M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1 +$1.21M
2 +$422K
3 +$265K
4
BNDC icon
FlexShares Core Select Bond Fund
BNDC
+$243K
5
PNC icon
PNC Financial Services
PNC
+$219K

Top Sells

1 +$385K
2 +$320K
3 +$284K
4
AAPL icon
Apple
AAPL
+$237K
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$197K

Sector Composition

1 Technology 17.14%
2 Financials 11.89%
3 Healthcare 10.99%
4 Communication Services 9.12%
5 Industrials 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$8K 0.01%
20
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$8K 0.01%
150
278
$8K 0.01%
82
279
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100
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56
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$8K 0.01%
50
-18
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$8K 0.01%
360
283
$8K 0.01%
+157
284
$7K ﹤0.01%
80
285
$7K ﹤0.01%
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$7K ﹤0.01%
50
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$7K ﹤0.01%
60
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$7K ﹤0.01%
150
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$6K ﹤0.01%
150
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$6K ﹤0.01%
42
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$6K ﹤0.01%
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$6K ﹤0.01%
100
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$6K ﹤0.01%
190
297
$5K ﹤0.01%
128
298
$5K ﹤0.01%
80
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$5K ﹤0.01%
+143
300
$5K ﹤0.01%
53