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
$167M
AUM Growth
-$4.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$595K
2
+$413K
3
+$256K
4
HBAN icon
Huntington Bancshares
HBAN
+$227K
5
BMY icon
Bristol-Myers Squibb
BMY
+$142K

Top Sells

1
+$3.38M
2
+$705K
3
+$376K
4
ADP icon
Automatic Data Processing
ADP
+$155K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$133K

Sector Composition

1 Technology 17.41%
2 Financials 12.04%
3 Healthcare 10.22%
4 Communication Services 8.75%
5 Consumer Discretionary 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5K ﹤0.01%
28
277
$5K ﹤0.01%
51
278
$5K ﹤0.01%
85
279
$5K ﹤0.01%
100
280
$4K ﹤0.01%
+25
281
$4K ﹤0.01%
25
282
$4K ﹤0.01%
93
283
$4K ﹤0.01%
30
284
$4K ﹤0.01%
204
285
$4K ﹤0.01%
100
286
$3K ﹤0.01%
27
+1
287
$3K ﹤0.01%
128
-458
288
$3K ﹤0.01%
135
-477
289
$3K ﹤0.01%
54
290
$3K ﹤0.01%
148
291
$3K ﹤0.01%
36
292
$3K ﹤0.01%
70
293
$3K ﹤0.01%
155
-2,602
294
$3K ﹤0.01%
18
295
$3K ﹤0.01%
40
296
$3K ﹤0.01%
127
-458
297
$3K ﹤0.01%
+66
298
$3K ﹤0.01%
124
-461
299
$3K ﹤0.01%
126
-461
300
$3K ﹤0.01%
124
-456
10 11
12
13 14