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
$168M
AUM Growth
+$4.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$15K
3
+$12.9K
4
UPS icon
United Parcel Service
UPS
+$11.7K
5
CSCO icon
Cisco
CSCO
+$9.84K

Top Sells

1
+$1.48M
2
+$1M
3
+$898K
4
AAPL icon
Apple
AAPL
+$274K
5
CTSH icon
Cognizant
CTSH
+$255K

Sector Composition

1 Technology 14.75%
2 Financials 12.47%
3 Healthcare 10.68%
4 Communication Services 10.53%
5 Industrials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$45K 0.03%
612
152
$44K 0.03%
1,526
153
$42K 0.02%
345
154
$42K 0.02%
522
155
$42K 0.02%
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156
$42K 0.02%
700
157
$42K 0.02%
200
158
$41K 0.02%
706
159
$40K 0.02%
438
160
$39K 0.02%
700
161
$36K 0.02%
680
162
$35K 0.02%
450
163
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164
$34K 0.02%
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165
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169
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175
$29K 0.02%
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