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
$411M
AUM Growth
+$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$4.79M
3
+$4.69M
4
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$4.22M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$4.01M

Top Sells

1
+$7.55M
2
+$4.65M
3
+$3.55M
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$2.04M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.55M

Sector Composition

1 Industrials 1.22%
2 Healthcare 1.08%
3 Consumer Staples 1.05%
4 Technology 0.71%
5 Consumer Discretionary 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$912K 0.22%
5,008
-3
52
$876K 0.21%
15,558
+7,018
53
$844K 0.21%
9,052
-21,844
54
$796K 0.19%
12,830
-17
55
$789K 0.19%
19,661
+2,076
56
$784K 0.19%
2,913
-2
57
$780K 0.19%
4,955
+1,263
58
$775K 0.19%
18,365
+1,955
59
$723K 0.18%
9,057
60
$714K 0.17%
3,067
-3
61
$697K 0.17%
15,160
+7,270
62
$687K 0.17%
5,189
-1,594
63
$646K 0.16%
1,842
-3
64
$626K 0.15%
4,079
-9
65
$582K 0.14%
+22,917
66
$574K 0.14%
11,937
+3
67
$547K 0.13%
4,995
-2
68
$539K 0.13%
4,212
+2,504
69
$539K 0.13%
13,239
+1,417
70
$508K 0.12%
5,886
+2,444
71
$507K 0.12%
11,590
-20
72
$481K 0.12%
6,730
+3,042
73
$472K 0.12%
11,747
-7
74
$470K 0.11%
3,699
-4
75
$457K 0.11%
2,149
-1
1 2
3
4 5