HFA

Hershey Financial Advisers Portfolio holdings

AUM $117M
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
101
$8.76K 0.01%
+100
102
$8.63K 0.01%
+155
103
$7.22K 0.01%
+100
104
$6.8K 0.01%
+35
105
$6.63K 0.01%
+624
106
$6.44K 0.01%
+137
107
$6.32K 0.01%
+7
108
$6K 0.01%
+18
109
$5.7K 0.01%
+231
110
$5.6K 0.01%
+15
111
$5.25K ﹤0.01%
+148
112
$5.21K ﹤0.01%
+65
113
$4.73K ﹤0.01%
+24
114
$4.72K ﹤0.01%
+154
115
$4.14K ﹤0.01%
+84
116
$4.07K ﹤0.01%
+156
117
$4.03K ﹤0.01%
+48
118
$3.89K ﹤0.01%
+71
119
$3.87K ﹤0.01%
+75
120
$3.81K ﹤0.01%
+49
121
$3.77K ﹤0.01%
+48
122
$3.75K ﹤0.01%
+52
123
$3.75K ﹤0.01%
+65
124
$3.58K ﹤0.01%
+171
125
$3.48K ﹤0.01%
+65
3 4
5
6 7