HFA

HC Financial Advisors Portfolio holdings

AUM $149M
1-Year Est. Return 8.28%
This Fund
S&P 500
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
+$627K
2
+$417K
3
+$267K
4
HBAN icon
Huntington Bancshares
HBAN
+$216K
5
BMY icon
Bristol-Myers Squibb
BMY
+$158K

Top Sells

1
+$3.39M
2
+$734K
3
+$382K
4
ADP icon
Automatic Data Processing
ADP
+$160K
5
NTRS icon
Northern Trust
NTRS
+$140K

Sector Composition

1 Technology 16.63%
2 Financials 12.82%
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
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130
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54
+9
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210
$15K 0.01%
+500
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84
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166
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349
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$13K 0.01%
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225
$13K 0.01%
100
7 8
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