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

Top Sells

1
+$2.8M
2
+$530K
3
+$278K
4
NFRA icon
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
+$147K
5
MSFT icon
Microsoft
MSFT
+$116K

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
326
$3K ﹤0.01%
+250
327
$3K ﹤0.01%
+82
328
$3K ﹤0.01%
+72
329
$3K ﹤0.01%
+50
330
$3K ﹤0.01%
+100
331
$3K ﹤0.01%
+60
332
$3K ﹤0.01%
+250
333
$3K ﹤0.01%
+266
334
$3K ﹤0.01%
+840
335
$3K ﹤0.01%
+70
336
$3K ﹤0.01%
+100
337
$3K ﹤0.01%
+250
338
$3K ﹤0.01%
+76
339
$3K ﹤0.01%
+100
340
$3K ﹤0.01%
+600
341
$3K ﹤0.01%
+48
342
$3K ﹤0.01%
+941
343
$3K ﹤0.01%
+81
344
$3K ﹤0.01%
+600
345
$3K ﹤0.01%
+150
346
$3K ﹤0.01%
+42
347
$3K ﹤0.01%
+50
348
$3K ﹤0.01%
+33
349
$3K ﹤0.01%
+106
350
$2K ﹤0.01%
+80
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