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
126
$3.42K ﹤0.01%
+20
127
$3.4K ﹤0.01%
+159
128
$3.2K ﹤0.01%
+61
129
$3.2K ﹤0.01%
+77
130
$3K ﹤0.01%
+93
131
$2.98K ﹤0.01%
+22
132
$2.98K ﹤0.01%
+50
133
$2.7K ﹤0.01%
+57
134
$2.7K ﹤0.01%
+30
135
$2.54K ﹤0.01%
+96
136
$2.37K ﹤0.01%
+68
137
$2.19K ﹤0.01%
+28
138
$2.04K ﹤0.01%
+25
139
$1.75K ﹤0.01%
+9
140
$1.71K ﹤0.01%
+65
141
$1.64K ﹤0.01%
+9
142
$1.56K ﹤0.01%
+15
143
$1.34K ﹤0.01%
+3
144
$1.24K ﹤0.01%
+11
145
$1.22K ﹤0.01%
+33
146
$1.13K ﹤0.01%
+48
147
$1.06K ﹤0.01%
+6
148
$764 ﹤0.01%
+17
149
$668 ﹤0.01%
+25
150
$509 ﹤0.01%
+10
3 4 5
6
7