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
176
$26K 0.02%
92
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80
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$25K 0.02%
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936
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531
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32
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408
184
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800
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840
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128
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$21K 0.01%
334
190
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$20K 0.01%
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$20K 0.01%
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150
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$19K 0.01%
219
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196
$19K 0.01%
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197
$19K 0.01%
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$18K 0.01%
150
199
$18K 0.01%
763
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200
$18K 0.01%
136
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