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Home > Institutional Investor > Hc Financial Advisors, Inc. > Profile

Instuitional Investor - Hc Financial Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Hc Financial Advisors, Inc.
Portfolio Value $113,072,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Flexshares Trust
 288,603 $6,912,000 6.11%
2.
Apple Inc
 AAPL 90,932 $5,132,000 4.53%
3.
Ssga Active Etf Tr
 88,737 $4,193,000 3.7%
4.
Visa Inc.
 V 25,764 $3,867,000 3.41%
5.
Home Depot Inc
 HD 18,485 $3,829,000 3.38%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)