HCA

Heck Capital Advisors Portfolio holdings

AUM $1.16B
1-Year Est. Return 12.2%
This Quarter Est. Return
1 Year Est. Return
+12.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$15.9M
3
+$12.7M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$10.5M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$10.4M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 1.12%
2 Financials 1.03%
3 Healthcare 0.93%
4 Communication Services 0.74%
5 Consumer Discretionary 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$491K 0.36%
+7,520
27
$450K 0.33%
+4,338
28
$407K 0.3%
+14,922
29
$324K 0.24%
+2,078
30
$310K 0.23%
+2,693
31
$286K 0.21%
+3,950
32
$259K 0.19%
+7,426
33
$241K 0.18%
+4,746
34
$234K 0.17%
+2,717
35
$225K 0.16%
+3,452
36
$220K 0.16%
+2,134
37
$213K 0.16%
+2,026
38
$211K 0.15%
+3,548
39
$210K 0.15%
+2,011
40
$193K 0.14%
+8,737
41
$176K 0.13%
+1,950
42
$162K 0.12%
+5,261
43
$157K 0.11%
+1,357
44
$155K 0.11%
+2,094
45
$150K 0.11%
+3,533
46
$149K 0.11%
+1,297
47
$146K 0.11%
+4,541
48
$144K 0.1%
+1,297
49
$141K 0.1%
+2,645
50
$132K 0.1%
+1,820
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