HCC

Hirtle Callaghan & Co Portfolio holdings

AUM $2.92B
1-Year Est. Return 17.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.65%
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
+$23.8M
2
+$19.6M
3
+$12.7M
4
VTV icon
Vanguard Value ETF
VTV
+$3.71M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.23M

Top Sells

1
+$8.2M
2
+$7.79M
3
+$7.51M
4
TDY icon
Teledyne Technologies
TDY
+$7.29M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.75M

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
in Stake 		Capital Flow
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