HFA
Hershey Financial Advisers Portfolio holdings
AUM
$118M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$117M
AUM Growth
+$4.96M
(+4.4%)
Holding
101
Top Buys
| 1 | +$3.64M | |
| 2 | +$3.6M | |
| 3 | +$2.04M | |
| 4 |
Allstate
ALL
|
+$1.88M |
| 5 |
Warner Bros
WBD
|
+$1.75M |
Top Sells
| 1 | +$3.75M | |
| 2 | +$3.73M | |
| 3 | +$2.61M | |
| 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
Advanced Micro Devices
AMD
$330B
| – | – |
-9,443
|
|