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
$162M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$2.62M
3
+$2.16M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.46M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.43M

Top Sells

1
+$759K
2
+$81.2K
3
+$78.3K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$28K
5
AAPL icon
Apple
AAPL
+$27.7K

Sector Composition

1 Industrials 1.13%
2 Financials 0.84%
3 Healthcare 0.83%
4 Communication Services 0.63%
5 Consumer Discretionary 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$148K 0.09%
1,235
-62
52
$142K 0.09%
866
-36
53
$136K 0.08%
4,348
-193
54
$132K 0.08%
1,087
-52
55
$132K 0.08%
+863
56
$131K 0.08%
+702
57
$129K 0.08%
3,550
-164
58
$128K 0.08%
+778
59
$123K 0.08%
2,518
-127
60
$120K 0.07%
2,486
-127
61
$116K 0.07%
484
-20
62
$110K 0.07%
2,385
-123
63
$109K 0.07%
2,660
+2,522
64
$106K 0.07%
2,002
-103
65
$94.2K 0.06%
1,733
-79
66
$85.5K 0.05%
2,394
+2,270
67
$84K 0.05%
2,422
+2,296
68
$59.6K 0.04%
1,952
+1,851
69
$59.5K 0.04%
778
+182
70
$40K 0.02%
1,218
+1,097
71
$37.2K 0.02%
1,895
+1,710
72
$25K 0.02%
530
+3
73
$13.7K 0.01%
218
74
$12.1K 0.01%
236
75
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