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
$1.23B
AUM Growth
+$76.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$20.2M
3
+$13.2M
4
VTV icon
Vanguard Value ETF
VTV
+$3.79M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.31M

Top Sells

1
+$131M
2
+$101M
3
+$101M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$8.2M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$8.03M

Sector Composition

1 Healthcare 0%
2 Industrials 0%
3 Technology 0%
4 Communication Services 0%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
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