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
$149M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.49M
3
+$1.37M
4
ACN icon
Accenture
ACN
+$1.12M
5
INTU icon
Intuit
INTU
+$237K

Top Sells

1
+$1.97M
2
+$1.89M
3
+$544K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$332K
5
SYK icon
Stryker
SYK
+$325K

Sector Composition

1 Technology 16.56%
2 Healthcare 11.17%
3 Communication Services 10.78%
4 Consumer Staples 10.64%
5 Financials 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$19K 0.01%
14,650
77
– –
-15,962
78
– –
-3,328
79
– –
-1,950
1 2 3
4