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
$172M
AUM Growth
+$7.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$739K
2
+$672K
3
+$397K
4
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$367K
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$361K

Top Sells

1
+$674K
2
+$486K
3
+$450K
4
V icon
Visa
V
+$248K
5
EL icon
Estee Lauder
EL
+$238K

Sector Composition

1 Technology 15.97%
2 Financials 11.93%
3 Healthcare 10.07%
4 Communication Services 8.56%
5 Industrials 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$6K ﹤0.01%
266
277
$6K ﹤0.01%
150
278
$6K ﹤0.01%
150
279
$6K ﹤0.01%
+43
280
$6K ﹤0.01%
+38
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$6K ﹤0.01%
150
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$5K ﹤0.01%
250
283
$5K ﹤0.01%
+60
284
$5K ﹤0.01%
128
285
$5K ﹤0.01%
+1,328
286
$5K ﹤0.01%
96
287
$5K ﹤0.01%
95
-185
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$5K ﹤0.01%
50
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$5K ﹤0.01%
+51
290
$5K ﹤0.01%
85
291
$5K ﹤0.01%
+100
292
$5K ﹤0.01%
99
293
$4K ﹤0.01%
49
294
$4K ﹤0.01%
+30
295
$4K ﹤0.01%
204
296
$4K ﹤0.01%
100
297
$4K ﹤0.01%
25
298
$4K ﹤0.01%
93
299
$4K ﹤0.01%
+19
300
$3K ﹤0.01%
200
10 11
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