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
$334M
AUM Growth
+$62.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$4.86M
3
+$4.05M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$2.24M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.22M

Top Sells

1
+$2.34M
2
+$1.23M
3
+$332K
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$204K
5
VZ icon
Verizon
VZ
+$166K

Sector Composition

1 Consumer Staples 0.94%
2 Energy 0.91%
3 Industrials 0.81%
4 Healthcare 0.47%
5 Financials 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$359K 0.11%
5,300
+1,550
52
$344K 0.1%
1,460
53
$344K 0.1%
5,741
+1,708
54
$343K 0.1%
5,478
+199
55
$335K 0.1%
10,644
+1,378
56
$334K 0.1%
2,389
+89
57
$331K 0.1%
3,720
+160
58
$319K 0.1%
10,600
-4,760
59
$317K 0.09%
3,355
+121
60
$302K 0.09%
1,891
+67
61
$301K 0.09%
3,374
+594
62
$299K 0.09%
5,676
+1,108
63
$296K 0.09%
10,883
+963
64
$283K 0.08%
10,062
-182
65
$272K 0.08%
6,508
-51
66
$264K 0.08%
4,250
+159
67
$264K 0.08%
3,067
+117
68
$259K 0.08%
1,417
+39
69
$256K 0.08%
7,564
+967
70
$244K 0.07%
2,408
+93
71
$241K 0.07%
8,753
+298
72
$230K 0.07%
1,264
+51
73
$221K 0.07%
1,391
+48
74
$220K 0.07%
1,799
+72
75
$199K 0.06%
1,011
-588
1 2
3
4 5