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
351
$2K ﹤0.01%
+95
352
$2K ﹤0.01%
+300
353
$2K ﹤0.01%
+42
354
$2K ﹤0.01%
+16
355
$2K ﹤0.01%
+87
356
$2K ﹤0.01%
+184
357
$2K ﹤0.01%
+70
358
$2K ﹤0.01%
+148
359
$2K ﹤0.01%
+120
360
$2K ﹤0.01%
+100
361
$2K ﹤0.01%
+200
362
$2K ﹤0.01%
+300
363
$2K ﹤0.01%
+110
364
$2K ﹤0.01%
+100
365
$2K ﹤0.01%
+100
366
$1K ﹤0.01%
+10
367
$1K ﹤0.01%
+10
368
$1K ﹤0.01%
+15
369
$1K ﹤0.01%
+100
370
$1K ﹤0.01%
+25
371
$1K ﹤0.01%
+1
372
$1K ﹤0.01%
+90
373
$1K ﹤0.01%
+10
374
$1K ﹤0.01%
+90
375
$1K ﹤0.01%
+200
13 14
15
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