HCC
Hirtle Callaghan & Co Portfolio holdings
AUM
$2.64B
1-Year Est. Return
13.46%
1 Year Est. Return
+13.46%
AUM
$2.57B
AUM Growth
+$192M
(+8.1%)
Holding
127
Top Buys
| 1 | +$129M | |
| 2 | +$56.8M | |
| 3 | +$23.9M | |
| 4 |
Vanguard Value ETF
VTV
|
+$14.1M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$11.8M |
Top Sells
| 1 | +$119M | |
| 2 | +$32.8M | |
| 3 | +$27.8M | |
| 4 |
Vanguard Total Bond Market
BND
|
+$23M |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$20.2M |
Sector Composition
| 1 | Consumer Staples | 1.03% |
| 2 | Communication Services | 0.9% |
| 3 | Financials | 0.63% |
| 4 | Technology | 0.22% |
| 5 | Healthcare | 0.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Vanguard S&P 500 Growth ETF
VOOG
$20.3B
| – | – |
-1,348
|
|
||
127
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.76B
| – | – |
-4,407
|
|