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
$16.6M
AUM Growth
-$9.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1
+$210K

Top Sells

1
+$5.35M
2
+$226K
3
+$213K
4
VT icon
Vanguard Total World Stock ETF
VT
+$21.5K

Sector Composition

1 Financials 1.26%
2 Healthcare 0.27%
3 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.3M 68.24%
305,325
-144,297
2
$5.02M 30.23%
76,654
-329
3
$210K 1.27%
+6,500
4
$45K 0.27%
981
5
– –
-2,260
6
– –
-1,919