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
$167M
AUM Growth
-$4.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$595K
2
+$413K
3
+$256K
4
HBAN icon
Huntington Bancshares
HBAN
+$227K
5
BMY icon
Bristol-Myers Squibb
BMY
+$142K

Top Sells

1
+$3.38M
2
+$705K
3
+$376K
4
ADP icon
Automatic Data Processing
ADP
+$155K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$133K

Sector Composition

1 Technology 17.41%
2 Financials 12.04%
3 Healthcare 10.22%
4 Communication Services 8.75%
5 Consumer Discretionary 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.37M 1.42%
43,850
+783
27
$2.25M 1.35%
16,800
+20
28
$2.13M 1.28%
9,991
+267
29
$2.06M 1.24%
3,577
-151
30
$2.04M 1.22%
23,732
+1,481
31
$1.92M 1.15%
17,398
-125
32
$1.89M 1.13%
17,757
33
$1.89M 1.13%
7,840
-54
34
$1.82M 1.09%
12,412
+19
35
$1.76M 1.06%
5,883
-101
36
$1.72M 1.03%
21,083
+820
37
$1.68M 1.01%
3,745
-185
38
$1.67M 1%
11,091
-386
39
$1.59M 0.95%
28,385
+257
40
$1.59M 0.95%
11,358
-119
41
$1.56M 0.94%
26,403
+2,406
42
$1.51M 0.91%
20,306
43
$1.46M 0.88%
28,976
+257
44
$1.46M 0.88%
25,092
+2,398
45
$1.35M 0.81%
9,292
-60
46
$1.35M 0.81%
5,114
-115
47
$1.31M 0.78%
10,973
48
$1.25M 0.75%
16,000
-800
49
$1.25M 0.75%
4,995
50
$1.2M 0.72%
22,092
-130
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