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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 $149,390,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 58,578 $8,009,000 5.36%
2.
Visa Inc.
 V 29,938 $5,895,000 3.94%
3.
Ssga Active Etf Tr
 122,124 $5,151,000 3.44%
4.
Flexshares Trust
 99,194 $5,126,000 3.43%
5.
Microsoft Corp
 MSFT 19,932 $5,119,000 3.42%
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)