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
$285M
AUM Growth
+$3.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$343K
2
+$209K
3
+$208K
4
NVDA icon
NVIDIA
NVDA
+$207K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$150K

Top Sells

1
+$340K
2
+$257K
3
+$220K
4
INTC icon
Intel
INTC
+$216K
5
MCD icon
McDonald's
MCD
+$214K

Sector Composition

1 Technology 23.68%
2 Financials 10.04%
3 Healthcare 9.34%
4 Industrials 7.22%
5 Communication Services 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$445K 0.16%
660
77
$443K 0.16%
2,592
78
$438K 0.15%
2,054
79
$437K 0.15%
1,169
80
$429K 0.15%
5,475
81
$426K 0.15%
4,001
82
$420K 0.15%
1,955
83
$418K 0.15%
5,232
-73
84
$415K 0.15%
4,181
85
$414K 0.15%
15,598
+17
86
$403K 0.14%
2,300
87
$375K 0.13%
7,894
88
$355K 0.12%
1,661
89
$349K 0.12%
3,473
90
$339K 0.12%
2,011
91
$326K 0.11%
739
92
$326K 0.11%
5,117
-113
93
$313K 0.11%
941
94
$306K 0.11%
1,664
95
$299K 0.11%
625
96
$290K 0.1%
5,859
+167
97
$289K 0.1%
2,883
98
$274K 0.1%
875
99
$268K 0.09%
3,198
100
$255K 0.09%
1,257
1 2 3
4
5