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

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
201
$14K 0.01%
+32
202
$14K 0.01%
+100
203
$14K 0.01%
+180
204
$14K 0.01%
+1,000
205
$14K 0.01%
+251
206
$14K 0.01%
+120
207
$13K 0.01%
+10
208
$13K 0.01%
+611
209
$13K 0.01%
+637
210
$13K 0.01%
+150
211
$13K 0.01%
+800
212
$13K 0.01%
+101
213
$13K 0.01%
+204
214
$13K 0.01%
+1,000
215
$13K 0.01%
+151
216
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+609
217
$13K 0.01%
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218
$13K 0.01%
+612
219
$13K 0.01%
+604
220
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221
$12K 0.01%
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222
$12K 0.01%
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223
$12K 0.01%
+645
224
$12K 0.01%
+140
225
$12K 0.01%
+685