HCA
Heck Capital Advisors Portfolio holdings
AUM
$1.16B
This Quarter Return
-0.67%
1 Year Return
+12.2%
3 Year Return
+38.84%
5 Year Return
+67.97%
10 Year Return
–
AUM
$226M
AUM Growth
+$226M
(+9.9%)
Cap. Flow
+$22.1M
Cap. Flow
% of AUM
9.78%
Top 10 Holdings %
Top 10 Hldgs %
67.49%
Holding
88
New
3
Increased
42
Reduced
37
Closed
2
Top Buys
Top Sells
| 1 |
iShares TIPS Bond ETF
TIP
|
$2.51M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$2.02M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$845K |
| 4 |
CSX Corp
CSX
|
$180K |
| 5 |
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% |
