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
76
$140K 0.12%
10,431
-232
77
– –
-6,548
78
– –
-138,261
79
– –
-9,122
80
– –
-3,082
81
– –
-35,573
82
– –
-31,285
83
– –
-4,245
84
– –
-3,731
85
– –
-7,783
86
– –
-17,755
87
– –
-25,141
88
– –
-1,234
89
– –
-24,029
90
– –
-810
91
– –
-1,955
92
– –
-38,176
93
– –
-5,296
94
– –
-4,950
95
– –
-6,507
96
– –
-38,294
97
– –
-4,279
98
– –
-19,478
99
– –
-5,609
100
– –
-23,335
1 2 3
4
5