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
176
$25K 0.02%
+668
177
$25K 0.02%
+200
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$25K 0.02%
+615
179
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+400
180
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181
$24K 0.02%
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$24K 0.02%
+6,650
183
$23K 0.01%
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184
– –
0
185
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186
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187
$21K 0.01%
+1,420
188
$21K 0.01%
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189
$21K 0.01%
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190
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191
$20K 0.01%
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193
$19K 0.01%
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194
$19K 0.01%
+700
195
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197
$18K 0.01%
+100
198
$18K 0.01%
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199
$18K 0.01%
+450
200
$18K 0.01%
+350
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