HCA
Hillview Capital Advisors Portfolio holdings
AUM
$18.8M
This Quarter Return
+0.21%
1 Year Return
-1.7%
3 Year Return
+20.9%
5 Year Return
–
10 Year Return
–
AUM
$9.01M
AUM Growth
+$9.01M
(+11%)
Cap. Flow
+$872K
Cap. Flow
% of AUM
9.67%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
4
New
–
Increased
1
Reduced
1
Closed
2
Top Buys
| 1 |
Vanguard Total World Stock ETF
VT
|
$1.71M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$339K |
| 2 |
TYG
Tortoise Energy Infrastructure Corp
TYG
|
$294K |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$203K |
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Vanguard Total World Stock ETF
VT
$51.6B
| $8.35M | 92.7% | 136,923 +27,994 | +26% | +$1.71M |
|
|
TYG
2
Tortoise Energy Infrastructure Corp
TYG
$735M
| $658K | 7.3% | 21,436 -9,580 | -31% | -$294K |
|
|
3
SPDR S&P 500 ETF Trust
SPY
$658B
| – | – | -1,559 | Closed | -$339K |
|
|
4
Vanguard Total Stock Market ETF
VTI
$526B
| – | – | -1,819 | Closed | -$203K |
|