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
$275M
AUM Growth
+$48.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$2.33M
3
+$2.25M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.32M
5
XOM icon
Exxon Mobil
XOM
+$1M

Top Sells

1
+$312K
2
+$200K
3
+$194K
4
AFL icon
Aflac
AFL
+$149K
5
LUV icon
Southwest Airlines
LUV
+$144K

Sector Composition

1 Energy 1.13%
2 Consumer Staples 0.99%
3 Industrials 0.93%
4 Healthcare 0.61%
5 Financials 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$311K 0.11%
3,638
+8
52
$302K 0.11%
2,492
+15
53
$296K 0.11%
4,424
+26
54
$290K 0.11%
9,920
+4,357
55
$287K 0.1%
+1,460
56
$279K 0.1%
8,265
+786
57
$276K 0.1%
1,972
+10
58
$276K 0.1%
3,469
+1,196
59
$274K 0.1%
5,168
-1,759
60
$261K 0.1%
2,508
+15
61
$255K 0.09%
1,320
+9
62
$254K 0.09%
11,959
+6,525
63
$249K 0.09%
1,726
+4
64
$248K 0.09%
3,576
+25
65
$237K 0.09%
2,506
+18
66
$234K 0.09%
3,750
67
$231K 0.08%
4,568
+1,998
68
$216K 0.08%
3,198
+20
69
$209K 0.08%
1,514
+7
70
$203K 0.07%
1,868
+10
71
$196K 0.07%
2,796
+17
72
$185K 0.07%
756
+3
73
$176K 0.06%
1,929
+14
74
$169K 0.06%
4,911
+26
75
$160K 0.06%
5,142
+491
1 2
3
4 5