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
+$2.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$211K
3
+$201K

Top Sells

1
+$2.48M
2
+$210K
3
+$58K

Sector Composition

1 Consumer Discretionary 1.07%
2 Healthcare 0.2%
3 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VEA icon
1
Vanguard FTSE Developed Markets ETF
VEA
$178B
$10M 53.32%
244,820
-60,505
VT icon
2
Vanguard Total World Stock ETF
VT
$54.4B
$5.55M 29.45%
75,861
-793
SCHD icon
3
Schwab US Dividend Equity ETF
SCHD
$69.3B
$2.8M 14.84%
+160,500
VIG icon
4
Vanguard Dividend Appreciation ETF
VIG
$97.7B
$211K 1.12%
+1,919
AMZN icon
5
Amazon
AMZN
$2.6T
$201K 1.07%
+2,260
NMTR
6
DELISTED
9 Meters Biopharma
NMTR
$38K 0.2%
981
ABTX
7
DELISTED
Allegiance Bancshares
ABTX
– –
-6,500