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
$158M
AUM Growth
+$8.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$229K
3
+$209K
4
NFLX icon
Netflix
NFLX
+$198K
5
LOW icon
Lowe's Companies
LOW
+$181K

Top Sells

1
+$1.71M
2
+$1.06M
3
+$1.02M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$972K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$923K

Sector Composition

1 Financials 11.93%
2 Technology 11.93%
3 Healthcare 11.69%
4 Communication Services 11.36%
5 Industrials 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$102K 0.06%
+1,377
102
$98K 0.06%
+725
103
$97K 0.06%
+513
104
$94K 0.06%
+7,425
105
$93K 0.06%
+1,077
106
$92K 0.06%
+550
107
$91K 0.06%
+200
108
$89K 0.06%
+1,600
109
$88K 0.06%
+2,050
110
$87K 0.06%
+359
111
$86K 0.05%
+1,626
112
$84K 0.05%
+2,016
113
$84K 0.05%
+1,784
114
$83K 0.05%
+1,551
115
$81K 0.05%
+342
116
$80K 0.05%
+500
117
$80K 0.05%
+617
118
$79K 0.05%
+2,177
119
$78K 0.05%
+2,994
120
$74K 0.05%
+1,140
121
$74K 0.05%
+213
122
$73K 0.05%
+1,080
123
$72K 0.05%
+815
124
$70K 0.04%
+170
125
$69K 0.04%
+1,600
3 4
5
6 7