We are live on ! Find out more
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
51
$905K 0.78%
+2,036
52
$630K 0.54%
+24,504
53
$616K 0.53%
15,971
+760
54
$603K 0.52%
+6,290
55
$588K 0.5%
11,474
+1,580
56
$579K 0.5%
11,853
+2,439
57
$551K 0.47%
10,885
-4,851
58
$532K 0.46%
+4,681
59
$523K 0.45%
+17,655
60
$523K 0.45%
1,010
+148
61
$505K 0.43%
9,110
-1
62
$501K 0.43%
11,709
+80
63
$497K 0.43%
+7,322
64
$494K 0.42%
6,186
-888
65
$489K 0.42%
+4,051
66
$477K 0.41%
5,351
-14,789
67
$448K 0.38%
+3,310
68
$443K 0.38%
+16,827
69
$416K 0.36%
2,228
+546
70
$412K 0.35%
3,400
-1,595
71
$323K 0.28%
1,543
-72
72
$298K 0.26%
+1,172
73
$259K 0.22%
+3,481
74
$217K 0.19%
2,914
+7
75
$203K 0.17%
+835
1 2
3
4 5