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
$155M
AUM Growth
-$567K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$332K
3
+$249K
4
T icon
AT&T
T
+$231K
5
LOW icon
Lowe's Companies
LOW
+$189K

Top Sells

1
+$12.4M
2
+$190K
3
+$145K
4
JPM icon
JPMorgan Chase
JPM
+$111K
5
PG icon
Procter & Gamble
PG
+$101K

Sector Composition

1 Technology 14.7%
2 Financials 13.1%
3 Healthcare 12.67%
4 Communication Services 11.05%
5 Industrials 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$165K 0.11%
+1,215
77
– –
-418,115
78
– –
-9,229
1 2 3
4