We are live on ! Find out more
HFA

Hershey Financial Advisers Portfolio holdings

AUM $116M
1-Year Est. Return 30.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
+$4.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$3.6M
3
+$2.04M
4
ALL icon
Allstate
ALL
+$1.88M
5
WBD icon
Warner Bros
WBD
+$1.75M

Top Sells

1
+$3.75M
2
+$3.73M
3
+$2.61M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$2.13M
5
PWR icon
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
1
$5.22M 4.47%
56,895
-4,120
2
$4.56M 3.91%
45,811
-768
3
$4.47M 3.83%
39,217
+442
4
$4.46M 3.82%
44,537
-1,172
5
$3.95M 3.39%
132,906
-2,413
6
$3.82M 3.27%
75,296
-2,571
7
$3.77M 3.23%
34,146
-767
8
$3.67M 3.14%
+108,194
9
$3.64M 3.12%
+37,704
10
$3.53M 3.03%
129,498
-4,004
11
$2.89M 2.48%
90,705
-18,721
12
$2.51M 2.15%
+128,504
13
$2.3M 1.98%
+11,255
14
$2.2M 1.89%
21,056
+4,528
15
$2M 1.71%
+9,319
16
$1.96M 1.68%
10,430
+74
17
$1.94M 1.66%
20,744
-32
18
$1.88M 1.62%
23,420
-350
19
$1.88M 1.61%
9,926
+108
20
$1.87M 1.6%
4,716
+47
21
$1.86M 1.59%
6,275
+60
22
$1.83M 1.57%
13,927
+168
23
$1.76M 1.51%
8,590
+2,511
24
$1.75M 1.5%
13,936
+4,025
25
$1.75M 1.5%
+13,206
1
2 3 4 5