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
$474M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$9.65M
3
+$8.73M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.43M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$6.65M

Top Sells

1
+$4.85M
2
+$1.27M
3
+$1.2M
4
INTF icon
iShares International Equity Factor ETF
INTF
+$1.04M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.02M

Sector Composition

1 Consumer Staples 0.77%
2 Industrials 0.75%
3 Healthcare 0.7%
4 Technology 0.5%
5 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$543K 0.11%
6,247
+1,676
52
$522K 0.11%
16,927
-629
53
$506K 0.11%
12,042
54
$502K 0.11%
1,702
+403
55
$486K 0.1%
3,776
+797
56
$480K 0.1%
3,410
+804
57
$439K 0.09%
10,992
+5,745
58
$433K 0.09%
6,021
59
$432K 0.09%
1,460
60
$431K 0.09%
18,434
-650
61
$423K 0.09%
2,690
+627
62
$415K 0.09%
7,412
-5,576
63
$397K 0.08%
11,375
-14,790
64
$378K 0.08%
+16,389
65
$366K 0.08%
1,417
+329
66
$363K 0.08%
+10,988
67
$357K 0.08%
+23,604
68
$354K 0.07%
+5,862
69
$351K 0.07%
+2,465
70
$348K 0.07%
+7,101
71
$342K 0.07%
3,918
+923
72
$339K 0.07%
10,740
-700
73
$338K 0.07%
2,554
+599
74
$337K 0.07%
+6,500
75
$322K 0.07%
3,423
+806
1 2
3
4 5