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
$158M
AUM Growth
+$8.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$229K
3
+$209K
4
NFLX icon
Netflix
NFLX
+$198K
5
LOW icon
Lowe's Companies
LOW
+$181K

Top Sells

1
+$1.71M
2
+$1.06M
3
+$1.02M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$972K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$923K

Sector Composition

1 Financials 11.93%
2 Technology 11.93%
3 Healthcare 11.69%
4 Communication Services 11.36%
5 Industrials 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2K ﹤0.01%
+174
252
$2K ﹤0.01%
+13
253
$2K ﹤0.01%
+25
254
$2K ﹤0.01%
+11
255
$1K ﹤0.01%
+21
256
$1K ﹤0.01%
+160
257
$1K ﹤0.01%
+35
258
$1K ﹤0.01%
+66
259
$1K ﹤0.01%
+59
260
$1K ﹤0.01%
+40
261
$1K ﹤0.01%
+30
262
– –
0
263
$0 ﹤0.01%
+2
264
$0 ﹤0.01%
+10
265
$0 ﹤0.01%
+1
266
$0 ﹤0.01%
+16
267
$0 ﹤0.01%
+24
268
$0 ﹤0.01%
+20
7 8 9 10
11