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
$275M
AUM Growth
+$48.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$2.33M
3
+$2.25M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.32M
5
XOM icon
Exxon Mobil
XOM
+$1M

Top Sells

1
+$312K
2
+$200K
3
+$194K
4
AFL icon
Aflac
AFL
+$149K
5
LUV icon
Southwest Airlines
LUV
+$144K

Sector Composition

1 Energy 1.13%
2 Consumer Staples 0.99%
3 Industrials 0.93%
4 Healthcare 0.61%
5 Financials 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.41M 0.52%
29,944
+317
27
$1.37M 0.5%
12,164
-448
28
$1.11M 0.4%
13,614
+400
29
$1.01M 0.37%
18,165
+12,800
30
$1.01M 0.37%
9,201
-607
31
$1M 0.37%
+12,121
32
$924K 0.34%
23,563
+2,234
33
$838K 0.31%
+12,042
34
$743K 0.27%
20,042
+1,908
35
$718K 0.26%
21,400
+810
36
$676K 0.25%
+6,021
37
$624K 0.23%
7,696
+58
38
$623K 0.23%
+10,761
39
$622K 0.23%
11,020
-2,440
40
$610K 0.22%
14,250
+2,568
41
$570K 0.21%
4,021
+21
42
$563K 0.21%
10,193
+957
43
$510K 0.19%
11,012
+52
44
$477K 0.17%
8,880
+338
45
$454K 0.17%
8,638
+97
46
$445K 0.16%
1,325
+6
47
$411K 0.15%
+3,030
48
$408K 0.15%
9,872
-569
49
$366K 0.13%
12,981
+4,955
50
$327K 0.12%
6,932
+262
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