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
$98M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$6.39M
2 +$2M
3 +$1.44M
4
PDM
Piedmont Realty Trust
PDM
+$936K
5
MON
Monsanto Co
MON
+$916K

Top Sells

1 +$5.68M
2 +$3.46M
3 +$1.65M
4
FE icon
FirstEnergy
FE
+$1.18M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$415K

Sector Composition

1 Healthcare 12.69%
2 Industrials 11.34%
3 Financials 11.25%
4 Technology 10.38%
5 Consumer Staples 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-63,235
77
-193,759