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
201
$18K 0.01%
+300
202
$17K 0.01%
+100
203
$17K 0.01%
+39
204
$17K 0.01%
+142
205
$17K 0.01%
+300
206
$16K 0.01%
+100
207
$16K 0.01%
+100
208
$15K 0.01%
+600
209
$15K 0.01%
+830
210
$15K 0.01%
+48
211
$15K 0.01%
+300
212
$14K 0.01%
+474
213
$14K 0.01%
+270
214
$14K 0.01%
+145
215
$13K 0.01%
+100
216
$13K 0.01%
+500
217
$13K 0.01%
+160
218
$12K 0.01%
+75
219
$12K 0.01%
+100
220
$11K 0.01%
+860
221
$11K 0.01%
+2,000
222
$9K 0.01%
+50
223
$9K 0.01%
+400
224
$8K 0.01%
+310
225
$8K 0.01%
+150
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