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
$115M
AUM Growth
+$353K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$332K
3
+$290K

Top Sells

1
+$2.09M
2
+$1.1M
3
+$321K
4
MRK icon
Merck
MRK
+$302K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$299K

Sector Composition

1 Healthcare 1.4%
2 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$64.2M 55.59%
1,808,066
-30,972
2
$42.8M 37.1%
254,823
+61,151
3
$3.74M 3.24%
60,670
+5,381
4
$3.08M 2.67%
55,893
+5,252
5
$1.62M 1.4%
34,830
-45,000
6
– –
-5,575
7
– –
-7,587
8
– –
-2,057
9
– –
-3,081
10
– –
-1,559
11
– –
-3,063