HCC
Hirtle Callaghan & Co Portfolio holdings
AUM
$2.64B
1-Year Return
13.46%
This Quarter Return
+8.76%
1 Year Return
+13.46%
3 Year Return
+46.51%
5 Year Return
+54.89%
10 Year Return
+86.85%
AUM
$1.23B
AUM Growth
+$76.8M
(+6.6%)
Cap. Flow
-$361M
Cap. Flow
% of AUM
-29.26%
Top 10 Holdings %
Top 10 Hldgs %
93.57%
Holding
141
New
30
Increased
12
Reduced
11
Closed
66
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$24.3M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$20.2M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$13.2M |
| 4 |
Vanguard Value ETF
VTV
|
$3.79M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$3.31M |
Top Sells
Sector Composition
| 1 | Healthcare | 0% |
| 2 | Industrials | 0% |
| 3 | Technology | 0% |
| 4 | Communication Services | 0% |
| 5 | Consumer Discretionary | 0% |
