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
$162M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$2.62M
3
+$2.16M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.46M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.43M

Top Sells

1
+$759K
2
+$81.2K
3
+$78.3K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$28K
5
AAPL icon
Apple
AAPL
+$27.7K

Sector Composition

1 Industrials 1.13%
2 Financials 0.84%
3 Healthcare 0.83%
4 Communication Services 0.63%
5 Consumer Discretionary 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,093
77
– –
-19,445
78
– –
-2,796
1 2 3
4