HCC

Hirtle Callaghan & Co Portfolio holdings

AUM $2.94B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.29B
AUM Growth
+$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$835K
3
+$93.8K

Top Sells

1
+$8.45M
2
+$2.18M
3
+$1.43M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$490K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$117K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$560K 0.04%
9,446
27
$550K 0.04%
5,925
28
$436K 0.03%
8,748
29
$289K 0.02%
6,232
30
$282K 0.02%
8,411
31
– –
0
32
$78K 0.01%
240
33
$66K 0.01%
1,226
34
– –
0
35
– –
0
36
$24K ﹤0.01%
145
37
$18K ﹤0.01%
269
38
$18K ﹤0.01%
324
39
$17K ﹤0.01%
254
40
$8K ﹤0.01%
44
1
2