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
$474M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$9.65M
3
+$8.73M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.43M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$6.65M

Top Sells

1
+$4.85M
2
+$1.27M
3
+$1.2M
4
INTF icon
iShares International Equity Factor ETF
INTF
+$1.04M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.02M

Sector Composition

1 Consumer Staples 0.77%
2 Industrials 0.75%
3 Healthcare 0.7%
4 Technology 0.5%
5 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$320K 0.07%
8,985
-28,635
77
$309K 0.07%
6,050
+1,429
78
$304K 0.06%
10,835
+6,518
79
$297K 0.06%
2,850
+674
80
$287K 0.06%
1,986
+471
81
$279K 0.06%
6,074
+345
82
$272K 0.06%
3,206
-2,414
83
$268K 0.06%
1,138
+267
84
$260K 0.06%
4,008
+949
85
$260K 0.06%
3,916
-2,956
86
$259K 0.05%
709
+169
87
$231K 0.05%
+895
88
$227K 0.05%
+800
89
$214K 0.05%
3,634
+212
90
$212K 0.04%
2,320
+677
91
$204K 0.04%
1,764
+515
92
$201K 0.04%
8,214
+461
93
$200K 0.04%
+651
94
$199K 0.04%
+1,138
95
$188K 0.04%
+1,735
96
$167K 0.04%
17,600
-8,040
97
$132K 0.03%
2,485
98
$131K 0.03%
6,168
+354
99
$98.4K 0.02%
+2,805
100
$72.6K 0.02%
1,206
-924
1 2 3
4
5