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
$453M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$5.32M
2
+$4.49M
3
+$3.87M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.79M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.57M

Top Sells

1
+$5.35M
2
+$4.97M
3
+$4.47M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$3.59M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$3.34M

Sector Composition

1 Industrials 1.13%
2 Consumer Staples 0.91%
3 Healthcare 0.91%
4 Technology 0.77%
5 Consumer Discretionary 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.3M 0.29%
10,624
-273
52
$1.22M 0.27%
11,540
-779
53
$1.17M 0.26%
7,560
-280
54
$1.14M 0.25%
4,929
-79
55
$1.06M 0.23%
13,467
+7,366
56
$1.01M 0.22%
4,268
-110
57
$997K 0.22%
11,562
+2,505
58
$977K 0.22%
+15,794
59
$948K 0.21%
19,363
+998
60
$917K 0.2%
20,713
+1,052
61
$905K 0.2%
+3,293
62
$840K 0.19%
2,244
-669
63
$810K 0.18%
3,674
-1,016
64
$793K 0.18%
4,825
-130
65
$780K 0.17%
6,082
+3,174
66
$760K 0.17%
9,955
+3,225
67
$677K 0.15%
2,833
+1,296
68
$669K 0.15%
1,797
-45
69
$665K 0.15%
24,183
+1,266
70
$596K 0.13%
3,978
-101
71
$584K 0.13%
4,873
-122
72
$580K 0.13%
13,952
+713
73
$580K 0.13%
2,591
+531
74
$575K 0.13%
9,103
-3,727
75
$561K 0.12%
10,171
-8,706
1 2
3
4 5