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
$347M
AUM Growth
-$69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$10.9M
3
+$5.08M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$4.22M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.42M

Top Sells

1
+$12.3M
2
+$4.65M
3
+$4.04M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$4.03M
5
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$3.66M

Sector Composition

1 Consumer Staples 0.88%
2 Industrials 0.62%
3 Healthcare 0.59%
4 Technology 0.44%
5 Financials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$378K 0.11%
6,774
-193
52
$377K 0.11%
6,872
-5,188
53
$374K 0.11%
3,227
+1,297
54
$371K 0.11%
12,042
55
$356K 0.1%
2,979
-955
56
$353K 0.1%
1,460
57
$342K 0.1%
2,606
-81
58
$333K 0.1%
7,213
-1,165
59
$329K 0.09%
2,209
+799
60
$327K 0.09%
8,069
-973
61
$324K 0.09%
1,299
-42
62
$323K 0.09%
6,021
63
$285K 0.08%
2,063
-64
64
$271K 0.08%
11,440
-370
65
$265K 0.08%
4,571
+2,692
66
$247K 0.07%
2,995
-93
67
$237K 0.07%
1,088
-33
68
$236K 0.07%
2,617
-81
69
$235K 0.07%
1,955
-61
70
$208K 0.06%
5,948
-188
71
$203K 0.06%
1,515
-46
72
$202K 0.06%
+5,729
73
$202K 0.06%
9,512
-299
74
$199K 0.06%
5,247
-168
75
$195K 0.06%
4,621
-144
1 2
3
4 5