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
$1.27B
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$4.76M
3
+$4.54M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.1M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.72M

Top Sells

1
+$11.7M
2
+$834K
3
+$340K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$292K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$273K

Sector Composition

1 Communication Services 0%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-268
77
– –
-52
78
– –
-10,272
79
– –
-32,440
80
– –
-20
1 2 3
4