HFA
HC Financial Advisors Portfolio holdings
AUM
$149M
1-Year Return
8.28%
This Quarter Return
-17.12%
1 Year Return
-8.28%
3 Year Return
+31.19%
5 Year Return
–
10 Year Return
–
AUM
$112M
AUM Growth
-$15.3M
(-12%)
Cap. Flow
+$8.01M
Cap. Flow
% of AUM
7.16%
Top 10 Holdings %
Top 10 Hldgs %
35.26%
Holding
412
New
344
Increased
34
Reduced
26
Closed
–
Top Buys
| 1 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$2.08M |
| 2 |
Mondelez International
MDLZ
|
$406K |
| 3 |
FedEx
FDX
|
$285K |
| 4 |
Duke Energy
DUK
|
$270K |
| 5 |
Walt Disney
DIS
|
$259K |
Top Sells
Sector Composition
| 1 | Technology | 16.56% |
| 2 | Healthcare | 12.3% |
| 3 | Financials | 11.39% |
| 4 | Communication Services | 8.35% |
| 5 | Consumer Discretionary | 7.87% |
