HCC
Hirtle Callaghan & Co Portfolio holdings
AUM
$2.94B
1-Year Est. Return
19.36%
This Fund
S&P 500
1 Year Est. Return
+19.36%
AUM
$432M
AUM Growth
-$172M
(-28%)
Holding
678
Top Buys
| 1 | +$4.36M | |
| 2 | +$1.96M | |
| 3 | +$1.8M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.64M |
| 5 |
RTX Corp
RTX
|
+$1.52M |
Top Sells
| 1 | +$98.3M | |
| 2 | +$40.9M | |
| 3 | +$17.3M | |
| 4 |
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
|
+$6.64M |
| 5 |
Invesco FTSE RAFI US 1000 ETF
PRF
|
+$3.78M |
Sector Composition
| 1 | Consumer Staples | 36.47% |
| 2 | Financials | 11.08% |
| 3 | Energy | 8.67% |
| 4 | Technology | 8.38% |
| 5 | Healthcare | 7.65% |