HCC

Hirtle Callaghan & Co Portfolio holdings

AUM $2.64B
1-Year Est. Return 13.46%
This Quarter Est. Return
1 Year Est. Return
+13.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.52B
AUM Growth
+$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$33.5M
2 +$2.4M
3 +$2.09M
4
VTV icon
Vanguard Value ETF
VTV
+$1.32M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$997K

Top Sells

1 +$106M
2 +$104M
3 +$104M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$17.7M
5
BND icon
Vanguard Total Bond Market
BND
+$4.79M

Sector Composition

1 Financials 0.26%
2 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
0
52
-6,232
53
-5,000