HCA

Heck Capital Advisors Portfolio holdings

AUM $1.16B
1-Year Est. Return 12.2%
This Quarter Est. Return
1 Year Est. Return
+12.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$539M
AUM Growth
-$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$6.19M
2
+$5.45M
3
+$4.93M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$4.85M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$4.7M

Top Sells

1
+$14.4M
2
+$10M
3
+$9.67M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$7.68M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$7.56M

Sector Composition

1 Consumer Staples 0.84%
2 Energy 0.84%
3 Technology 0.62%
4 Industrials 0.48%
5 Financials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.68M 1.24%
90,733
+18,493
27
$6.64M 1.23%
225,003
-129
28
$6.63M 1.23%
266,292
+218,803
29
$6.35M 1.18%
65,476
-39,393
30
$5.4M 1%
59,168
+2,180
31
$5.12M 0.95%
86,353
-1,154
32
$4.93M 0.91%
+65,537
33
$4.85M 0.9%
+48,219
34
$4.8M 0.89%
48,789
+28,905
35
$4.7M 0.87%
+68,895
36
$4.49M 0.83%
+48,978
37
$4.49M 0.83%
45,358
-933
38
$4.43M 0.82%
103,395
+2,175
39
$3.94M 0.73%
14,831
+4,331
40
$3.82M 0.71%
24,818
-1,151
41
$3.53M 0.65%
149,634
-158,670
42
$3.41M 0.63%
23,372
+120
43
$3.36M 0.62%
55,395
-7,741
44
$3.35M 0.62%
60,328
-104,526
45
$3.13M 0.58%
+19,854
46
$3.13M 0.58%
128,383
-9,908
47
$3.12M 0.58%
126,286
-9,856
48
$3.05M 0.57%
46,821
+156
49
$3M 0.56%
56,263
-47
50
$2.84M 0.53%
56,940
+6,730
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