HCC

Hirtle Callaghan & Co Portfolio holdings

AUM $2.84B
1-Year Est. Return 14.68%
This Quarter Est. Return
1 Year Est. Return
+14.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.27B
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$4.85M
3
+$4.63M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.19M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.77M

Top Sells

1
+$124M
2
+$110M
3
+$110M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$11.8M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.04M

Sector Composition

1 Communication Services 0%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
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