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
401
$0 ﹤0.01%
+1
402
$0 ﹤0.01%
+1
403
$0 ﹤0.01%
+10
404
$0 ﹤0.01%
+10
405
$0 ﹤0.01%
+20
406
$0 ﹤0.01%
+3
407
$0 ﹤0.01%
+1
408
$0 ﹤0.01%
+20
409
$0 ﹤0.01%
+34
410
$0 ﹤0.01%
+3
411
$0 ﹤0.01%
+3
412
$0 ﹤0.01%
+1