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
$303M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$3.08M
3
+$2.85M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.76M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.5M

Top Sells

1
+$1.75M
2
+$274K
3
+$249K
4
DHI icon
D.R. Horton
DHI
+$122K
5
AAPL icon
Apple
AAPL
+$114K

Sector Composition

1 Energy 1.14%
2 Consumer Staples 0.95%
3 Industrials 0.89%
4 Healthcare 0.6%
5 Financials 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$368K 0.12%
5,398
+1,822
52
$362K 0.12%
12,281
-700
53
$330K 0.11%
4,129
+1,333
54
$325K 0.11%
1,460
55
$325K 0.11%
2,351
-141
56
$323K 0.11%
6,932
57
$303K 0.1%
3,439
-199
58
$301K 0.1%
9,920
59
$300K 0.1%
4,178
-246
60
$295K 0.1%
3,291
-178
61
$279K 0.09%
8,320
+55
62
$279K 0.09%
1,855
-117
63
$267K 0.09%
2,366
-142
64
$257K 0.08%
1,244
-76
65
$251K 0.08%
3,750
66
$249K 0.08%
2,472
-34
67
$246K 0.08%
+7,325
68
$244K 0.08%
4,568
69
$237K 0.08%
1,633
-93
70
$232K 0.08%
3,008
-190
71
$228K 0.08%
1,429
-85
72
$207K 0.07%
+2,355
73
$197K 0.07%
1,766
-102
74
$195K 0.06%
734
-22
75
$194K 0.06%
4,632
-279
1 2
3
4