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
$226M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$4.71M
2
+$4.15M
3
+$3.75M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.69M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.93M

Top Sells

1
+$2.51M
2
+$2.02M
3
+$845K
4
CSX icon
CSX Corp
CSX
+$180K
5
META icon
Meta Platforms (Facebook)
META
+$103K

Sector Composition

1 Industrials 1.03%
2 Healthcare 0.7%
3 Financials 0.67%
4 Communication Services 0.4%
5 Materials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$126K 0.06%
2,570
+1,524
77
$121K 0.05%
2,399
78
$113K 0.05%
4,179
-1
79
$102K 0.04%
5,434
+1,838
80
$89.7K 0.04%
+1,240
81
$88.8K 0.04%
556
-644
82
$78.1K 0.03%
464
-8
83
$67.4K 0.03%
2,288
+1,475
84
$47.8K 0.02%
617
85
$43.2K 0.02%
1,140
+672
86
$11.3K 0.01%
185
87
– –
-482
88
– –
-9,831
1 2 3
4