HFA
HC Financial Advisors Portfolio holdings
AUM
$149M
1-Year Return
8.28%
This Quarter Return
+9.39%
1 Year Return
-8.28%
3 Year Return
+31.19%
5 Year Return
–
10 Year Return
–
AUM
$180M
AUM Growth
+$13.3M
(+8%)
Cap. Flow
-$70.7K
Cap. Flow
% of AUM
-0.04%
Top 10 Holdings %
Top 10 Hldgs %
34.08%
Holding
357
New
23
Increased
47
Reduced
57
Closed
25
Top Buys
| 1 |
Vanguard Information Technology ETF
VGT
|
$898K |
| 2 |
Jacobs Solutions
J
|
$787K |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$538K |
| 4 |
Visa
V
|
$327K |
| 5 |
Amgen
AMGN
|
$218K |
Top Sells
Sector Composition
| 1 | Technology | 18.44% |
| 2 | Financials | 11.29% |
| 3 | Healthcare | 10.8% |
| 4 | Consumer Discretionary | 8.5% |
| 5 | Industrials | 8.15% |
