HFA
Hershey Financial Advisers Portfolio holdings
AUM
$117M
1 Year Est. Return
–
AUM
$117M
AUM Growth
+$4.96M
(+4.4%)
Holding
101
Top Buys
| 1 | +$3.67M | |
| 2 | +$3.64M | |
| 3 | +$2.51M | |
| 4 |
Applied Materials
AMAT
|
+$2.3M |
| 5 |
Allstate
ALL
|
+$2M |
Top Sells
| 1 | +$3.75M | |
| 2 | +$3.73M | |
| 3 | +$2.71M | |
| 4 |
Vanguard Russell 1000 Growth ETF
VONG
|
+$2.13M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
JPMorgan US Quality Factor ETF
JQUA
$7.48B
| – | – |
-17,755
|
|