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
201
$18K 0.01%
+200
202
$18K 0.01%
130
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$18K 0.01%
217
204
$17K 0.01%
317
205
$17K 0.01%
66
206
$16K 0.01%
300
207
$16K 0.01%
164
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$16K 0.01%
54
+9
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$16K 0.01%
168
210
$15K 0.01%
+500
211
$15K 0.01%
70
212
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120
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$15K 0.01%
84
214
$15K 0.01%
121
215
$14K 0.01%
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$14K 0.01%
255
217
$14K 0.01%
100
218
$14K 0.01%
71
219
$14K 0.01%
166
220
$14K 0.01%
200
221
$14K 0.01%
349
+84
222
$14K 0.01%
75
223
$14K 0.01%
95
224
$13K 0.01%
160
225
$13K 0.01%
100
7 8
9
10 11