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
$1.32B
AUM Growth
-$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$937K
3
+$612K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$201K

Top Sells

1
+$73.8M
2
+$36.1M
3
+$29.6M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.99M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.87M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
0
52
– –
-26,366
1 2
3