HF
| |
HC Financial Advisors, Inc.13F | |
| HC Financial Advisors, Inc. | |
| Last update 2018-10-18 | 63 Stocks (4 new) |
| Value $105.00 Mil | Turnover 12 % |
HC Financial Advisors, Inc. Top Holdings of 2018-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TDTT |
FlexShares iBoxx 3-Year Target Duration TIPS Index
FlexShares iBoxx 3-Year Target Duration TIPS Index
| 288,603 | 6,912.0 | +22.06% | 6.600 | +1.19% | 0.350 | +1.72% | +5.17% | 2,647.0 | ||
AAPL | Apple Inc | 90,932 | 5,132.0 | -1.14% | 4.900 | -0.05% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
V | Visa Inc | 25,764 | 3,867.0 | +0.55% | 3.690 | +0.02% | 0.000 | +6.07% | +10.81% | 681,869.3 | Credit Services | |
HD | The Home Depot Inc | 18,485 | 3,829.0 | +0.70% | 3.660 | +0.03% | 0.000 | +1.85% | -6.44% | 357,577.1 | Retail - Cyclical | |
DIS | The Walt Disney Co | 32,000 | 3,742.0 | +12.26% | 3.570 | +0.39% | 0.000 | +43.78% | +9.51% | 218,282.4 | Media - Diversified | |
PFE | Pfizer Inc | 74,520 | 3,284.0 | +0.52% | 3.140 | +0.02% | 0.000 | +12.63% | -4.45% | 139,120.9 | Drug Manufacturers | |
NTRS | Northern Trust Corp | 31,287 | 3,195.0 | +3.46% | 3.050 | +0.10% | 0.020 | +45.92% | +26.68% | 24,887.3 | Asset Management | |
MSFT | Microsoft Corp | 26,827 | 3,068.0 | +5.32% | 2.930 | +0.15% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
ADP | Automatic Data Processing Inc | 19,655 | 2,961.0 | +56.74% | 2.830 | +1.02% | 0.000 | +3.42% | +4.16% | 122,503.4 | Software | |
DES |
WisdomTree U.S. SmallCap Dividend Fund
WisdomTree U.S. SmallCap Dividend Fund
| 93,899 | 2,790.0 | +10.24% | 2.660 | +0.25% | 0.160 | +10.79% | -4.29% | 1,858.9 |
HC Financial Advisors, Inc.'s Historical Top Holdings Breakdowns
HC Financial Advisors, Inc. Total Holding History ($B)
HC Financial Advisors, Inc.'s Asset Allocation
HC Financial Advisors, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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HC Financial Advisors, Inc.'s Hypothetical Growth since 2018-09-30
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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