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
101
$90K 0.05%
1,680
+800
102
$89K 0.05%
+5,700
103
$88K 0.05%
324
+192
104
$86K 0.05%
687
105
$86K 0.05%
579
106
$85K 0.05%
700
107
$84K 0.05%
888
108
$84K 0.05%
3,340
109
$82K 0.05%
+86
110
$74K 0.04%
314
111
$73K 0.04%
1,697
112
$73K 0.04%
203
113
$73K 0.04%
4,236
-540
114
$72K 0.04%
636
115
$70K 0.04%
900
116
$70K 0.04%
931
117
$67K 0.04%
600
118
$66K 0.04%
459
119
$65K 0.04%
1,075
+575
120
$63K 0.04%
367
121
$62K 0.04%
234
122
$61K 0.04%
132
123
$61K 0.04%
1,466
124
$60K 0.04%
662
-1,162
125
$60K 0.04%
589
3 4
5
6 7