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
151
$35K 0.02%
300
152
$35K 0.02%
300
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$35K 0.02%
474
154
$34K 0.02%
198
155
$34K 0.02%
100
156
$34K 0.02%
1,000
157
$33K 0.02%
1,478
158
$33K 0.02%
456
+1
159
$32K 0.02%
385
160
$32K 0.02%
164
161
$31K 0.02%
615
162
$30K 0.02%
+892
163
$29K 0.02%
340
164
$29K 0.02%
204
165
$29K 0.02%
200
166
$29K 0.02%
566
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167
$29K 0.02%
73
168
$29K 0.02%
+1,000
169
$28K 0.02%
+250
170
$28K 0.02%
404
171
$27K 0.02%
812
-1,125
172
$27K 0.02%
433
173
$26K 0.02%
100
174
$26K 0.02%
600
175
$26K 0.02%
521
5 6
7
8 9