HCA

Hillview Capital Advisors Portfolio holdings

AUM $18.8M
1-Year Est. Return 1.7%
This Quarter Est. Return
1 Year Est. Return
-1.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$18.8M
AUM Growth
-$95K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$294K
2 +$187K

Sector Composition

1 Consumer Discretionary 1.14%
2 Healthcare 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VEA icon
1
Vanguard FTSE Developed Markets ETF
VEA
$178B
$9.92M 52.89%
237,766
-7,054
VT icon
2
Vanguard Total World Stock ETF
VT
$54.4B
$5.51M 29.41%
73,372
-2,489
SCHD icon
3
Schwab US Dividend Equity ETF
SCHD
$69.3B
$2.86M 15.26%
160,500
VIG icon
4
Vanguard Dividend Appreciation ETF
VIG
$97.7B
$221K 1.18%
1,919
AMZN icon
5
Amazon
AMZN
$2.6T
$214K 1.14%
2,260
NMTR
6
DELISTED
9 Meters Biopharma
NMTR
$23K 0.12%
981