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
$474M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$9.65M
3
+$8.73M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.43M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$6.65M

Top Sells

1
+$4.85M
2
+$1.27M
3
+$1.2M
4
INTF icon
iShares International Equity Factor ETF
INTF
+$1.04M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.02M

Sector Composition

1 Consumer Staples 0.77%
2 Industrials 0.75%
3 Healthcare 0.7%
4 Technology 0.5%
5 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.33M 0.49%
9,402
+5,128
27
$2.2M 0.47%
40,128
+2,750
28
$2.13M 0.45%
25,942
-932
29
$1.74M 0.37%
33,356
-1,203
30
$1.55M 0.33%
31,137
-1,070
31
$1.48M 0.31%
42,000
+13,846
32
$1.48M 0.31%
+60,181
33
$1.47M 0.31%
14,377
-12,406
34
$1.28M 0.27%
24,461
+8,761
35
$1.24M 0.26%
9,484
+2,009
36
$1.12M 0.24%
30,643
+10,990
37
$1.05M 0.22%
11,460
+1,624
38
$1.04M 0.22%
31,445
-1,113
39
$1.03M 0.22%
23,877
-7,545
40
$1.02M 0.21%
14,320
+3,220
41
$1M 0.21%
7,280
+1,540
42
$981K 0.21%
+25,290
43
$825K 0.17%
4,054
+1,073
44
$738K 0.16%
20,554
-722
45
$733K 0.15%
4,335
+1,016
46
$698K 0.15%
11,867
+5,093
47
$611K 0.13%
2,832
+664
48
$610K 0.13%
9,057
+1,810
49
$595K 0.13%
4,707
+1,480
50
$544K 0.12%
2,970
+761
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