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Home > Institutional Investor > Hc Advisors, Llc > Profile

Instuitional Investor - Hc Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Hc Advisors, Llc
Portfolio Value $141,584,586
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 813,609 $20,364,633 14.38%
2.
First Tr Morningstar Div Lea
 380,189 $15,918,513 11.24%
3.
Ishares Trust
 IEF 81,474 $14,117,000 9.97%
4.
Schwab Strategic Trust
 FNDF 336,801 $10,151,182 7.17%
5.
Wisdomtree Trust
 198,304 $6,298,135 4.45%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)