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
$44.8M
AUM Growth
-$68.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$970K
3
+$522K
4
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$371K
5
DUK icon
Duke Energy
DUK
+$196K

Top Sells

1
+$3.83M
2
+$3.74M
3
+$3.28M
4
NTRS icon
Northern Trust
NTRS
+$3.19M
5
MSFT icon
Microsoft
MSFT
+$3.07M

Sector Composition

1 Technology 19.61%
2 Healthcare 15.49%
3 Financials 7.63%
4 Communication Services 5.62%
5 Utilities 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
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