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
$112M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$406K
3
+$285K
4
DUK icon
Duke Energy
DUK
+$270K
5
DIS icon
Walt Disney
DIS
+$259K

Top Sells

1
+$2.8M
2
+$530K
3
+$278K
4
NFRA icon
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
+$147K
5
MSFT icon
Microsoft
MSFT
+$116K

Sector Composition

1 Technology 16.56%
2 Healthcare 12.3%
3 Financials 11.39%
4 Communication Services 8.35%
5 Consumer Discretionary 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$20K 0.02%
+1,000
177
$20K 0.02%
+100
178
$20K 0.02%
+200
179
$19K 0.02%
+132
180
$19K 0.02%
+730
181
$19K 0.02%
+334
182
$19K 0.02%
+1,377
183
$19K 0.02%
+213
184
$18K 0.02%
+200
185
$18K 0.02%
+600
186
$18K 0.02%
+500
187
$17K 0.02%
+960
188
$17K 0.02%
+200
189
$17K 0.02%
+585
190
$17K 0.02%
+250
191
$16K 0.01%
+228
192
$16K 0.01%
+544
193
$16K 0.01%
+3,468
194
$16K 0.01%
+100
195
$16K 0.01%
+613
196
$15K 0.01%
+731
197
$15K 0.01%
+452
198
$15K 0.01%
+492
199
$14K 0.01%
+400
200
$14K 0.01%
+300
6 7
8
9 10