Hc Financial Advisors Inc Portfolio Holdings

Hc Financial Advisors Inc

  • $149 Million
  • Q2 2022

Hc Financial Advisors Inc has filed its 13F form on July 25, 2022 for Q2 2022 where it was disclosed a total value porftolio of $149 Million distributed in 348 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $8.01M, Visa Inc. with a value of $5.9M, Ssga Active ETF Tr Spdr Doblel with a value of $5.15M, Microsoft Corp with a value of $5.12M, and Flexshares Stoxx Global Broad with a value of $5.13M.

Examining the 13F form we can see an decrease of $18.6M in the current position value, from $168M to 149M. Also it can be appreciated an additional of 54 stocks purchases and 27 closed positions.

Below you can find more details about Hc Financial Advisors Inc portfolio as well as his latest detailed transactions.

Portfolio value $149 Million
ETFs: $36.8 Million
Technology: $20.3 Million
Healthcare: $17.7 Million
Industrials: $17.3 Million
Financial Services: $17.3 Million
Consumer Cyclical: $10.7 Million
Communication Services: $10.2 Million
Consumer Defensive: $9.68 Million
Other: $9.39 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$48,000 0.03% of portfolio
1,000
Q2 2020 Reduced 41.38%
$0
$10,000 0.01% of portfolio
1,060
Q2 2022 Added 0.38%
$0
$6,000 0.0% of portfolio
174
Q1 2020 New
$0
$0 0.0% of portfolio
38
Q4 2020 New
$0
$0 0.0% of portfolio
6
Q2 2021 New
$13.2M
$0 0.0% of portfolio
51
Q3 2021 New
$0
$3,000 0.0% of portfolio
94
Q4 2021 Reduced 6.0%
$3.08M
$5,000 0.0% of portfolio
2,500
Q2 2022 New
$587K
$6,000 0.0% of portfolio
600
Q1 2020 New
$1.42M
$0 0.0% of portfolio
1,136
Q1 2020 New
$0
$4,000 0.0% of portfolio
150
Q1 2020 New

Summary

  • Portfolio
  • No. of Stocks 348
  • Current Value $149 Million
  • Prior Value $168 Million
  • Filing
  • Period Q2 2022
  • Filing Date July 25, 2022
  • Form Type 13F-HR
  • Activity in Q2 2022
  • New Purchases 54 stocks
  • Additional Purchases 71 stocks
  • Sold out of 27 stocks
  • Reduced holdings in 52 stocks
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