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
$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
State Street 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
277
$8K 0.01%
150
278
$8K 0.01%
82
279
$8K 0.01%
100
280
$8K 0.01%
360
281
$8K 0.01%
56
282
$8K 0.01%
50
-18
283
$8K 0.01%
+157
284
$7K ﹤0.01%
50
285
$7K ﹤0.01%
76
286
$7K ﹤0.01%
60
287
$7K ﹤0.01%
100
288
$7K ﹤0.01%
174
289
$7K ﹤0.01%
150
290
$7K ﹤0.01%
80
291
$7K ﹤0.01%
178
292
$6K ﹤0.01%
150
293
$6K ﹤0.01%
42
294
$6K ﹤0.01%
107
295
$6K ﹤0.01%
100
296
$6K ﹤0.01%
190
297
$5K ﹤0.01%
53
298
$5K ﹤0.01%
33
299
$5K ﹤0.01%
28
300
$5K ﹤0.01%
266
10 11
12
13 14