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
$501M
AUM Growth
-$2.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$1.53M
3
+$1.04M
4
EVX icon
VanEck Environmental Services ETF
EVX
+$1.03M
5
FOVL
iShares Focused Value Factor ETF
FOVL
+$1.03M

Top Sells

1
+$6.01M
2
+$2.09M
3
+$1.91M
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$1.55M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$827K

Sector Composition

1 Industrials 0.87%
2 Consumer Staples 0.85%
3 Healthcare 0.73%
4 Technology 0.7%
5 Communication Services 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.54M 0.31%
11,540
-140
52
$1.53M 0.3%
23,312
+587
53
$1.49M 0.3%
10,560
-179
54
$1.24M 0.25%
7,520
-100
55
$1.23M 0.24%
11,617
+80
56
$1.2M 0.24%
4,258
-72
57
$1.16M 0.23%
17,270
+246
58
$1.13M 0.23%
5,156
-91
59
$1.09M 0.22%
20,347
+1,395
60
$1.04M 0.21%
+11,348
61
$1.03M 0.21%
+35,930
62
$1.03M 0.2%
+18,695
63
$1.02M 0.2%
11,562
64
$982K 0.2%
20,733
+298
65
$964K 0.19%
21,776
+1,501
66
$945K 0.19%
4,924
-51
67
$945K 0.19%
7,267
+1,020
68
$840K 0.17%
10,092
+255
69
$776K 0.15%
4,804
-80
70
$751K 0.15%
2,240
-37
71
$749K 0.15%
2,822
-50
72
$719K 0.14%
3,667
-62
73
$708K 0.14%
10,442
74
$701K 0.14%
1,794
-28
75
$684K 0.14%
9,252
-1,704
1 2
3
4 5