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
$1.64B
AUM Growth
+$410M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$87.2M
2
+$55.2M
3
+$45.7M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$28M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$27.5M

Top Sells

1
+$59M
2
+$14.6M
3
+$7.25M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$7.24M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.32M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-20,060
1 2
3