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
$275M
AUM Growth
+$48.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$2.33M
3
+$2.25M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.32M
5
XOM icon
Exxon Mobil
XOM
+$1M

Top Sells

1
+$312K
2
+$200K
3
+$194K
4
AFL icon
Aflac
AFL
+$149K
5
LUV icon
Southwest Airlines
LUV
+$144K

Sector Composition

1 Energy 1.13%
2 Consumer Staples 0.99%
3 Industrials 0.93%
4 Healthcare 0.61%
5 Financials 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$160K 0.06%
+3,188
77
$155K 0.06%
840
+9
78
$154K 0.06%
2,786
-1,592
79
$150K 0.05%
+6,180
80
$147K 0.05%
1,141
+11
81
$146K 0.05%
+3,241
82
$146K 0.05%
787
83
$144K 0.05%
+2,400
84
$144K 0.05%
+5,043
85
$138K 0.05%
+2,485
86
$136K 0.05%
3,282
+19
87
$127K 0.05%
681
+2
88
$122K 0.04%
+2,964
89
$116K 0.04%
2,338
+24
90
$115K 0.04%
4,076
+1,788
91
$109K 0.04%
560
+4
92
$105K 0.04%
1,240
93
$102K 0.04%
4,202
+23
94
$78K 0.03%
468
+4
95
$68.2K 0.02%
2,028
+888
96
$49K 0.02%
+1,000
97
$44.5K 0.02%
620
+3
98
$10.8K ﹤0.01%
187
+2
99
– –
-3,403
100
– –
-2,399
1 2 3
4
5