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
151
$38K 0.02%
+700
152
$38K 0.02%
+612
153
$37K 0.02%
+438
154
$37K 0.02%
+700
155
$37K 0.02%
+750
156
$36K 0.02%
+2,500
157
$36K 0.02%
+600
158
$35K 0.02%
+813
159
$34K 0.02%
+450
160
$34K 0.02%
+775
161
$34K 0.02%
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162
$34K 0.02%
+795
163
$33K 0.02%
+680
164
$31K 0.02%
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165
$31K 0.02%
+700
166
$31K 0.02%
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167
$29K 0.02%
+706
168
$28K 0.02%
+100
169
$28K 0.02%
+500
170
$27K 0.02%
+1,000
171
$27K 0.02%
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172
$27K 0.02%
+555
173
$26K 0.02%
+109
174
$26K 0.02%
+1,456
175
$26K 0.02%
+550
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