HFA
Hippocratic Financial Advisors Portfolio holdings
AUM $187M
This Quarter Return
-1.08%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$168M
AUM Growth
+$24.1M (+17%)
Cap. Flow
+$25.9M
Cap. Flow % of AUM
15.39%
Top 10 Holdings %Top 10 Hldgs %
95.58%
Holding
22
New
1
Increased
14
Reduced
4
Closed
2
Top Buys
| 1 | $14.6M | |
| 2 | $5.22M | |
| 3 | $1.81M | |
| 4 | $1.45M | |
| 5 | $914K |
Top Sells
| 1 | $299K | |
| 2 | $273K | |
| 3 | $37.8K | |
| 4 | $28.7K | |
| 5 | $25.8K |
Sector Composition
| 1 | Technology | 0.39% |
| 2 | Consumer Discretionary | 0% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $54.5M | 32.47% | 1,653,037 +158,164 | +11% | +$5.22M | |||
| $25M | 14.86% | 525,264 +38,018 | +8% | +$1.81M | |||
| $16.6M | 9.86% | 499,943 +43,760 | +10% | +$1.45M | |||
| $16.4M | 9.77% | 127,268 +351 | +0.3% | +$45.3K | |||
| $14.6M | 8.7% | +159,286 | New | +$14.6M | |||
| $10.8M | 6.42% | 388,320 +17,172 | +5% | +$477K | |||
| $8.15M | 4.85% | 193,789 +12,780 | +7% | +$538K | |||
| $6.65M | 3.96% | 251,211 +17,724 | +8% | +$469K | |||
| $4.9M | 2.91% | 173,901 +20,074 | +13% | +$565K | |||
| $2.96M | 1.76% | 57,487 +7,175 | +14% | +$369K | |||
| $1.99M | 1.19% | 3,558 +51 | +1% | +$28.5K | |||
| $1.92M | 1.14% | 48,855 +178 | +0.4% | +$7.01K | |||
| $1.12M | 0.67% | 24,015 +19,523 | +435% | +$914K | |||
| $458K | 0.27% | 7,479 +47 | +0.6% | +$2.88K | |||
| $344K | 0.2% | 1,547 +152 | +11% | +$33.8K | |||
| $339K | 0.2% | 5,755 -642 | -10% | -$37.8K | |||
| $319K | 0.19% | 1,456 -131 | -8% | -$28.7K | |||
| $313K | 0.19% | 1,678 | – | – | |||
| $310K | 0.18% | 2,859 -147 | -5% | -$15.9K | |||
| $309K | 0.18% | 3,124 -261 | -8% | -$25.8K | |||
| – | – | -535 | Closed | -$273K | |||
| – | – | -741 | Closed | -$299K |
