HCA
Hillview Capital Advisors Portfolio holdings
AUM
$18.8M
This Quarter Return
+1.27%
1 Year Return
-1.7%
3 Year Return
+20.9%
5 Year Return
–
10 Year Return
–
AUM
$25.9M
AUM Growth
+$25.9M
(+1.5%)
Cap. Flow
+$31.8K
Cap. Flow
% of AUM
0.12%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
6
New
3
Increased
–
Reduced
2
Closed
1
Top Buys
| 1 |
Amazon
AMZN
|
$226K |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$213K |
| 3 |
NMTR
9 Meters Biopharma, Inc. Common Stock
NMTR
|
$134K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$363K |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$168K |
| 3 |
Vanguard Total World Stock ETF
VT
|
$10.2K |
Sector Composition
| 1 | Consumer Discretionary | 0.87% |
| 2 | Healthcare | 0.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Vanguard FTSE Developed Markets ETF
VEA
$171B
| $19.5M | 75.21% | 449,622 -3,884 | -0.9% | -$168K |
|
|
2
Vanguard Total World Stock ETF
VT
$51.6B
| $5.84M | 22.57% | 76,983 -134 | -0.2% | -$10.2K |
|
|
3
Amazon
AMZN
$2.44T
| $226K | 0.87% | +113 | New | +$226K |
|
|
4
Vanguard Dividend Appreciation ETF
VIG
$95.4B
| $213K | 0.82% | +1,919 | New | +$213K |
|
|
NMTR
5
DELISTED
9 Meters Biopharma, Inc. Common Stock
NMTR
| $134K | 0.52% | +19,610 | New | +$134K |
|
|
6
Vanguard Total Stock Market ETF
VTI
$526B
| – | – | -2,583 | Closed | -$363K |
|