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
$112M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1 +$2.08M
2 +$406K
3 +$285K
4
DUK icon
Duke Energy
DUK
+$270K
5
DIS icon
Walt Disney
DIS
+$259K

Sector Composition

1 Technology 16.56%
2 Healthcare 12.3%
3 Financials 11.39%
4 Communication Services 8.35%
5 Consumer Discretionary 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$5K ﹤0.01%
+174
302
$5K ﹤0.01%
+149
303
$5K ﹤0.01%
+100
304
$5K ﹤0.01%
+56
305
$5K ﹤0.01%
+28
306
$5K ﹤0.01%
+320
307
$5K ﹤0.01%
+150
308
$4K ﹤0.01%
+30
309
$4K ﹤0.01%
+178
310
$4K ﹤0.01%
+100
311
$4K ﹤0.01%
+140
312
$4K ﹤0.01%
+56
313
$4K ﹤0.01%
+112
314
$4K ﹤0.01%
+28
315
$4K ﹤0.01%
+265
316
$4K ﹤0.01%
+100
317
$4K ﹤0.01%
+40
318
$4K ﹤0.01%
+348
319
$4K ﹤0.01%
+31
320
$4K ﹤0.01%
+85
321
$4K ﹤0.01%
+130
322
$4K ﹤0.01%
+190
323
$4K ﹤0.01%
+1,000
324
$4K ﹤0.01%
+150
325
$3K ﹤0.01%
+66