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
$501M
AUM Growth
-$2.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$1.53M
3
+$1.04M
4
EVX icon
VanEck Environmental Services ETF
EVX
+$1.03M
5
FOVL
iShares Focused Value Factor ETF
FOVL
+$1.03M

Top Sells

1
+$6.01M
2
+$2.09M
3
+$1.91M
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$1.55M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$827K

Sector Composition

1 Industrials 0.87%
2 Consumer Staples 0.85%
3 Healthcare 0.73%
4 Technology 0.7%
5 Communication Services 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.13M 1.02%
43,283
+2,975
27
$5M 1%
66,309
-459
28
$4.72M 0.94%
50,041
+576
29
$4.68M 0.93%
40,619
+489
30
$4.2M 0.84%
112,453
-41,555
31
$4.01M 0.8%
105,778
+2,335
32
$3.69M 0.74%
122,694
+1,438
33
$3.58M 0.71%
61,072
+1,303
34
$3.57M 0.71%
40,738
+495
35
$3.25M 0.65%
23,252
36
$3.22M 0.64%
61,125
+3,925
37
$2.97M 0.59%
55,675
+9,460
38
$2.93M 0.58%
45,843
+3,178
39
$2.82M 0.56%
27,416
-2,046
40
$2.82M 0.56%
35,152
+2,408
41
$2.79M 0.56%
51,576
+659
42
$2.65M 0.53%
31,255
+6,950
43
$2.47M 0.49%
17,017
-2,279
44
$2.4M 0.48%
35,424
+506
45
$2.2M 0.44%
38,673
+2,521
46
$2.17M 0.43%
29,569
+592
47
$2.11M 0.42%
41,990
+604
48
$2.1M 0.42%
41,556
-2,625
49
$1.62M 0.32%
31,280
+2,148
50
$1.55M 0.31%
19,551
+2,150
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