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
$411M
AUM Growth
+$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$4.79M
3
+$4.69M
4
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$4.22M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$4.01M

Top Sells

1
+$7.55M
2
+$4.65M
3
+$3.55M
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$2.04M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.55M

Sector Composition

1 Industrials 1.22%
2 Healthcare 1.08%
3 Consumer Staples 1.05%
4 Technology 0.71%
5 Consumer Discretionary 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.08M 0.99%
39,063
+891
27
$3.62M 0.88%
143,167
+18,275
28
$3.24M 0.79%
23,252
-200
29
$2.96M 0.72%
61,237
-277
30
$2.63M 0.64%
78,198
-22,741
31
$2.59M 0.63%
46,871
+5,197
32
$2.56M 0.62%
+45,090
33
$2.54M 0.62%
105,982
-19,847
34
$2.39M 0.58%
41,362
+4,430
35
$2.27M 0.55%
31,774
+3,355
36
$2.24M 0.55%
+56,078
37
$2.04M 0.5%
44,800
-4,024
38
$2.02M 0.49%
+12,805
39
$1.45M 0.35%
10,897
-6
40
$1.38M 0.34%
+61,588
41
$1.36M 0.33%
15,480
-20
42
$1.33M 0.32%
28,218
+6,858
43
$1.29M 0.31%
12,319
-2,259
44
$1.28M 0.31%
7,840
-20
45
$1.24M 0.3%
+26,489
46
$1.14M 0.28%
5,311
-14
47
$1.02M 0.25%
21,660
-851
48
$1M 0.24%
18,877
-1,597
49
$977K 0.24%
4,690
-6
50
$974K 0.24%
4,378
-11
1
2
3 4 5