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
$297M
AUM Growth
-$362K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1 +$3.59M
2 +$3.52M
3 +$2.66M
4
SLB icon
SLB Ltd
SLB
+$2.56M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.51M

Top Sells

1 +$3.08M
2 +$2.06M
3 +$1.38M
4
WMT icon
Walmart
WMT
+$1.27M
5
FI icon
Fiserv
FI
+$1M

Sector Composition

1 Technology 21.15%
2 Financials 8.71%
3 Healthcare 7.71%
4 Industrials 6.29%
5 Consumer Discretionary 5.83%