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HFA

Hershey Financial Advisers Portfolio holdings

AUM $116M
1-Year Est. Return 30.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
+$4.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$3.6M
3
+$2.04M
4
ALL icon
Allstate
ALL
+$1.88M
5
WBD icon
Warner Bros
WBD
+$1.75M

Top Sells

1
+$3.75M
2
+$3.73M
3
+$2.61M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$2.13M
5
PWR icon
Quanta Services
PWR
+$2M

Sector Composition

1 Technology 3.97%
2 Communication Services 3.25%
3 Financials 1.71%
4 Industrials 1.36%
5 Energy 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.69M 1.45%
+21,574
27
$1.68M 1.44%
+24,441
28
$1.67M 1.43%
7,813
+106
29
$1.66M 1.42%
+21,195
30
$1.63M 1.4%
20,669
-12,761
31
$1.62M 1.39%
+21,680
32
$1.43M 1.23%
20,200
+7,792
33
$1.42M 1.22%
18,220
-3,071
34
$1.33M 1.14%
+10,954
35
$1.31M 1.12%
+9,130
36
$1.3M 1.12%
2,126
-42
37
$1.28M 1.1%
+9,425
38
$1.27M 1.09%
4,890
+116
39
$1.26M 1.08%
+14,192
40
$1.24M 1.06%
13,586
+316
41
$1.22M 1.05%
+4,472
42
$1.22M 1.05%
+13,064
43
$1.21M 1.04%
+18,350
44
$1.15M 0.99%
11,035
-25,951
45
$1.09M 0.93%
+8,650
46
$1.09M 0.93%
+18,076
47
$1.09M 0.93%
+4,949
48
$1.08M 0.92%
6,583
-16
49
$1.06M 0.91%
22,620
+3,268
50
$1.03M 0.88%
8,811
-5,356
1
2
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