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
$206M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$965K
3
+$948K
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$937K
5
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$744K

Top Sells

1
+$335K
2
+$131K
3
+$128K
4
FENY icon
Fidelity MSCI Energy Index ETF
FENY
+$83.3K
5
AAPL icon
Apple
AAPL
+$81.1K

Sector Composition

1 Industrials 1.21%
2 Financials 0.78%
3 Healthcare 0.77%
4 Communication Services 0.51%
5 Materials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$240K 0.12%
3,185
+24
52
$238K 0.12%
8,063
+54
53
$237K 0.12%
2,273
+1,030
54
$234K 0.11%
+3,650
55
$223K 0.11%
1,863
+20
56
$212K 0.1%
1,200
+7
57
$201K 0.1%
1,921
+13
58
$197K 0.1%
3,214
+26
59
$184K 0.09%
2,788
+13
60
$180K 0.09%
9,831
+78
61
$176K 0.09%
1,196
+14
62
$175K 0.08%
4,984
+665
63
$173K 0.08%
2,030
+438
64
$168K 0.08%
4,877
+26
65
$168K 0.08%
760
+10
66
$165K 0.08%
2,520
+17
67
$154K 0.08%
3,260
+26
68
$149K 0.07%
3,402
+18
69
$145K 0.07%
832
+3
70
$138K 0.07%
680
+7
71
$136K 0.07%
+790
72
$132K 0.06%
2,399
+12
73
$130K 0.06%
2,321
+19
74
$129K 0.06%
1,931
+7
75
$123K 0.06%
4,180
+25
1 2
3
4