HF

HC FINANCIAL ADVISORS INC

13F
HC FINANCIAL ADVISORS INC
Last update 2022-07-25 348 Stocks (53 new)
Value $149.00 Mil Turnover 4 %
Countries:
Top Holdings: AAPL(5.36%)V(3.95%)TOTL(3.45%)NFRA(3.43%)MSFT(3.43%)
Summary Stock Picks Current Portfolio
HC FINANCIAL ADVISORS INC Top Holdings of 2022-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
58,578
8,009.0
+0.97%
5.360
+0.05%
0.000
+6.71%
-15.47%
3,153,849.0
Hardware
V
Visa Inc
29,938
5,895.0
-2.59%
3.950
-0.11%
0.000
+4.53%
+10.46%
679,681.4
Credit Services
TOTL
SPDR DoubleLine Total Return Tactical ETF
SPDR DoubleLine Total Return Tactical ETF
122,124
5,151.0
-1.92%
3.450
-0.06%
0.230
+1.83%
+3.34%
3,826.3
 
NFRA
FlexShares STOXX Global Broad Infrastructure Index Fund
FlexShares STOXX Global Broad Infrastructure Index Fund
99,194
5,126.0
+3.67%
3.430
+0.12%
0.200
+8.21%
+13.90%
2,717.1
 
MSFT
Microsoft Corp
19,932
5,119.0
-0.22%
3.430
-0.01%
0.000
+29.81%
+19.87%
3,740,948.0
Software
BNL
Broadstone Net Lease Inc
220,429
4,521.0
-3.21%
3.030
-0.09%
0.130
+8.31%
+4.71%
3,031.0
REITs
ADP
Automatic Data Processing Inc
20,858
4,381.0
-4.04%
2.930
-0.12%
0.000
+1.54%
+4.46%
122,852.5
Software
HD
The Home Depot Inc
13,713
3,761.0
+0.20%
2.520
+0.01%
0.000
+5.23%
-3.67%
368,193.0
Retail - Cyclical
QDF
FlexShares Quality Dividend Index Fund
FlexShares Quality Dividend Index Fund
67,965
3,448.0
+14.77%
2.310
+0.30%
0.230
+16.53%
+5.94%
1,879.6
 
PFE
Pfizer Inc
62,620
3,283.0
-0.18%
2.200
0%
0.000
+19.30%
+0.16%
145,829.6
Drug Manufacturers

HC FINANCIAL ADVISORS INC's Historical Top Holdings Breakdowns

HC FINANCIAL ADVISORS INC Total Holding History ($B)

To

HC FINANCIAL ADVISORS INC's Asset Allocation

To

HC FINANCIAL ADVISORS INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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HC FINANCIAL ADVISORS INC's Hypothetical Growth since 2022-06-30

HC FINANCIAL ADVISORS INC's Yearly Returns

Year Portfolio % % Excess Gain %

HC FINANCIAL ADVISORS INC's Holdings Heat Map

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HC FINANCIAL ADVISORS INC's Holdings Bubble Chart

HC FINANCIAL ADVISORS INC News

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