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
126
$57K 0.03%
212
127
$54K 0.03%
246
128
$51K 0.03%
1,010
129
$51K 0.03%
600
130
$50K 0.03%
100
131
$50K 0.03%
947
132
$49K 0.03%
929
-2,147
133
$48K 0.03%
1,000
134
$48K 0.03%
285
-50
135
$48K 0.03%
385
136
$46K 0.03%
1,000
137
$42K 0.03%
355
138
$42K 0.03%
330
139
$42K 0.03%
900
140
$41K 0.02%
378
141
$40K 0.02%
139
142
$39K 0.02%
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-750
143
$39K 0.02%
215
144
$38K 0.02%
160
145
$38K 0.02%
613
146
$37K 0.02%
77
147
$37K 0.02%
565
148
$37K 0.02%
342
149
$36K 0.02%
228
150
$36K 0.02%
1,650
-2,750
4 5
6
7 8