Equal-WT
WhaleScore 2.0
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HC Advisors is based out of Sandy Springs. HC Advisors is a large advisory firm with 208 clients and discretionary assets under management (AUM) of $390,154,062 (Form ADV from 2023-04-28). Their last reported 13F filing for Q4 2023 included $178,572,617 in managed 13F securities
and a top 10 holdings concentration of 57.03%. HC Advisors's largest holding is VANGUARD TOTAL STOCK MARKET INDEX FUND-ETF Shares with shares held of 157,393. Whalewisdom has at least 17 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
IEI iShares 3-7 Year Tre | 2.42% |
IYW iShares U.S. Technol | 1.91% |
SCHR Schwab Intermediate- | 1.4% |
VTI VANGUARD TOTAL STOCK | 1.4% |
SCHO Schwab Short-Term U. | 0.97% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
SCHP Schwab U.S. TIPS ETF | 6.68% |
IYF iShares U.S. Financi | 0.99% |
IYH iShares U.S. Healthc | 0.82% |
PDX PIMCO Dynamic Income | 0.72% |
VONV VANGUARD RUSSELL 100 | 0.36% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
VTI VANGUARD TOTAL STOCK | 20.91% |
SCHR Schwab Intermediate- | 8.54% |
FDL First Trust Mornings | 5.96% |
IYW iShares U.S. Technol | 4.95% |
SCHE Schwab Emerging Mark | 3.35% |
2023-12-31
13F Activity
Market Value | $179m, Prior: $168m |
New Purchases | 7 stocks |
Added To | 35 stocks |
Sold out of | 3 stocks |
Reduced holdings in | 25 stocks |
Top 10 Holdings % | 57.03% |
Turnover %[1] | 11.49% |
Turnover Alt %[2] | 9.07% |
Time Held Top 20 | 9.8 quarters |
Time Held Top 10 | 8.5 quarters |
Time Held All | 11.13 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31