HCA

Horan Capital Advisors Portfolio holdings

AUM $297M
1-Year Est. Return 9.75%
This Quarter Est. Return
1 Year Est. Return
+9.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$177M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.76M
3
+$1.17M
4
AAPL icon
Apple
AAPL
+$339K
5
PEP icon
PepsiCo
PEP
+$319K

Top Sells

1
+$2.32M
2
+$1.09M
3
+$949K
4
CTVA icon
Corteva
CTVA
+$371K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$298K

Sector Composition

1 Technology 16.84%
2 Consumer Staples 11.21%
3 Healthcare 11.12%
4 Communication Services 9.93%
5 Financials 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$16K 0.01%
+240
227
$16K 0.01%
+750
228
$16K 0.01%
+142
229
$16K 0.01%
+950
230
$16K 0.01%
+200
231
$15K 0.01%
+48
232
$15K 0.01%
+295
233
$15K 0.01%
+270
234
$14K 0.01%
+1,000
235
$14K 0.01%
+232
236
$14K 0.01%
+400
237
$13K 0.01%
+569
238
$12K 0.01%
+350
239
$12K 0.01%
+645
240
$12K 0.01%
+300
241
$11K 0.01%
+350
242
$11K 0.01%
+100
243
$11K 0.01%
+101
244
$10K 0.01%
+575
245
$10K 0.01%
+1,000
246
$10K 0.01%
+100
247
$10K 0.01%
+43
248
$9K 0.01%
+100
249
$9K 0.01%
+500
250
$9K 0.01%
+50
8 9
10
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