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
$334M
AUM Growth
+$62.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$4.86M
3
+$4.05M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$2.24M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.22M

Top Sells

1
+$2.34M
2
+$1.23M
3
+$332K
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$204K
5
VZ icon
Verizon
VZ
+$166K

Sector Composition

1 Consumer Staples 0.94%
2 Energy 0.91%
3 Industrials 0.81%
4 Healthcare 0.47%
5 Financials 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.58M 0.47%
34,246
+7,912
27
$1.53M 0.46%
25,186
+1,845
28
$1.3M 0.39%
34,611
+4,405
29
$1.06M 0.32%
14,420
+888
30
$979K 0.29%
12,121
31
$969K 0.29%
8,634
-67
32
$957K 0.29%
25,041
+3,190
33
$920K 0.28%
20,975
+2,699
34
$814K 0.24%
10,366
+1,822
35
$804K 0.24%
12,042
36
$756K 0.23%
16,991
+2,160
37
$731K 0.22%
12,337
+1,576
38
$645K 0.19%
3,859
+144
39
$626K 0.19%
20,070
-160
40
$613K 0.18%
10,420
+380
41
$573K 0.17%
6,021
42
$520K 0.16%
28,758
+3,642
43
$492K 0.15%
10,099
-80
44
$484K 0.14%
1,269
+49
45
$467K 0.14%
10,381
-7,378
46
$457K 0.14%
8,335
-67
47
$455K 0.14%
8,796
+2,031
48
$433K 0.13%
9,108
+328
49
$411K 0.12%
3,030
50
$364K 0.11%
3,490
+127
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