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
-17.21%
-19.96%
2,986,418.4
Hardware
V 		Visa Inc
29,938
5,895.0
-2.59%
3.950
-0.11%
0.000
+0.08%
+15.05%
694,240.2
Credit Services
TOTL 		SPDR DoubleLine Total Return Tactical ETF
122,124
5,151.0
-1.92%
3.450
-0.06%
0.230
-1.73%
+0.71%
3,711.1
 
NFRA 		FlexShares STOXX Global Broad Infrastructure Index Fund
99,194
5,126.0
+3.67%
3.430
+0.12%
0.200
+7.12%
+12.20%
2,485.2
 
MSFT 		Microsoft Corp
19,932
5,119.0
-0.22%
3.430
-0.01%
0.000
+15.75%
+9.24%
3,409,159.2
Software
BNL 		Broadstone Net Lease Inc
220,429
4,521.0
-3.21%
3.030
-0.09%
0.130
-3.70%
+2.32%
3,015.8
REITs
ADP 		Automatic Data Processing Inc
20,858
4,381.0
-4.04%
2.930
-0.12%
0.000
+3.38%
+11.31%
131,567.7
Software
HD 		The Home Depot Inc
13,713
3,761.0
+0.20%
2.520
+0.01%
0.000
-6.55%
-4.72%
366,422.0
Retail - Cyclical
QDF 		FlexShares Quality Dividend Index Fund
67,965
3,448.0
+14.77%
2.310
+0.30%
0.230
-1.88%
-0.11%
1,807.0
 
PFE 		Pfizer Inc
62,620
3,283.0
-0.18%
2.200
0%
0.000
-9.58%
-8.43%
133,321.8
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

Top Ranked Articles

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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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