HFA

Hershey Financial Advisers Portfolio holdings

AUM $112M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$28.5M
2
+$24.5M
3
+$2.05M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.87M
5
CCL icon
Carnival Corp
CCL
+$1.81M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.86%
2 Consumer Discretionary 3.2%
3 Industrials 1.63%
4 Utilities 1.11%
5 Energy 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$40.9K 0.04%
+32
77
$40K 0.04%
+754
78
$37.5K 0.03%
+83
79
$36.2K 0.03%
+1,097
80
$35.5K 0.03%
+180
81
$31.6K 0.03%
+717
82
$30.4K 0.03%
+603
83
$30.3K 0.03%
+631
84
$30K 0.03%
+96
85
$28.5K 0.03%
+108
86
$26.2K 0.02%
+526
87
$25.1K 0.02%
+197
88
$22.3K 0.02%
+67
89
$18.2K 0.02%
+832
90
$16.2K 0.01%
+255
91
$13.8K 0.01%
+302
92
$12.7K 0.01%
+163
93
$12.6K 0.01%
+260
94
$11.4K 0.01%
+125
95
$10.2K 0.01%
+357
96
$9.82K 0.01%
+117
97
$9.58K 0.01%
+401
98
$9.53K 0.01%
+110
99
$9.49K 0.01%
+366
100
$8.99K 0.01%
+122
2 3
4
5 6