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
76
$238K 0.14%
5,080
-750
77
$236K 0.14%
659
78
$230K 0.14%
9,300
79
$198K 0.12%
1,206
80
$173K 0.1%
303
-88
81
$170K 0.1%
1,610
-100
82
$166K 0.1%
1,289
83
$165K 0.1%
321
84
$164K 0.1%
3,860
-1,000
85
$157K 0.09%
1,079
86
$152K 0.09%
4,175
87
$146K 0.09%
2,481
-50
88
$142K 0.09%
868
89
$141K 0.08%
521
90
$139K 0.08%
1,047
91
$135K 0.08%
2,064
92
$133K 0.08%
510
93
$129K 0.08%
1,171
-138
94
$115K 0.07%
+2,200
95
$101K 0.06%
+2,000
96
$101K 0.06%
2,500
97
$95K 0.06%
1,273
-87
98
$92K 0.06%
3,488
99
$91K 0.05%
436
100
$91K 0.05%
+3,100
2 3
4
5 6