HCA

Heck Capital Advisors Portfolio holdings

AUM $1.29B
1-Year Est. Return 13.53%
This Quarter Est. Return
1 Year Est. Return
+13.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$2.62M
3
+$2.16M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.46M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.43M

Top Sells

1
+$759K
2
+$81.2K
3
+$78.3K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$28K
5
AAPL icon
Apple
AAPL
+$27.7K

Sector Composition

1 Industrials 1.13%
2 Financials 0.84%
3 Healthcare 0.83%
4 Communication Services 0.63%
5 Consumer Discretionary 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$439K 0.27%
4,140
-198
27
$427K 0.26%
14,931
+9
28
$402K 0.25%
+9,350
29
$351K 0.22%
1,983
-95
30
$320K 0.2%
2,570
-123
31
$314K 0.19%
2,773
+747
32
$294K 0.18%
3,776
-174
33
$253K 0.16%
4,537
-209
34
$247K 0.15%
6,972
-454
35
$228K 0.14%
2,592
-125
36
$222K 0.14%
2,039
-95
37
$219K 0.14%
3,296
-156
38
$218K 0.13%
6,216
+5,984
39
$215K 0.13%
1,925
-86
40
$205K 0.13%
3,430
-118
41
$197K 0.12%
8,354
-383
42
$177K 0.11%
1,244
-53
43
$174K 0.11%
2,350
+530
44
$163K 0.1%
5,029
-232
45
$163K 0.1%
1,997
-97
46
$161K 0.1%
1,297
-60
47
$159K 0.1%
4,737
+4,552
48
$158K 0.1%
10,155
-531
49
$153K 0.09%
1,868
-82
50
$151K 0.09%
3,375
-158
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