HFA
HC Financial Advisors Portfolio holdings
AUM
$149M
1-Year Return
8.28%
This Quarter Return
+4.77%
1 Year Return
-8.28%
3 Year Return
+31.19%
5 Year Return
–
10 Year Return
–
AUM
$164M
AUM Growth
+$8.04M
(+5.2%)
Cap. Flow
+$947K
Cap. Flow
% of AUM
0.58%
Top 10 Holdings %
Top 10 Hldgs %
35.29%
Holding
380
New
13
Increased
31
Reduced
76
Closed
27
Top Buys
Top Sells
| 1 |
Intel
INTC
|
$1.41M |
| 2 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$861K |
| 3 |
Apple
AAPL
|
$378K |
| 4 |
Walt Disney
DIS
|
$373K |
| 5 |
Alphabet (Google) Class C
GOOG
|
$335K |
Sector Composition
| 1 | Technology | 15.57% |
| 2 | Financials | 12.24% |
| 3 | Healthcare | 10.48% |
| 4 | Communication Services | 8.87% |
| 5 | Industrials | 8.7% |
