HFA
Hershey Financial Advisers Portfolio holdings
AUM
$112M
This Quarter Return
+3.19%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$111M
AUM Growth
–
Cap. Flow
+$111M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
60.6%
Holding
157
New
154
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$28.5M |
| 2 |
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
|
$24.5M |
| 3 |
NVIDIA
NVDA
|
$2.05M |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1.87M |
| 5 |
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% |
