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
$411M
AUM Growth
+$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$4.79M
3
+$4.69M
4
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$4.22M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$4.01M

Top Sells

1
+$7.55M
2
+$4.65M
3
+$3.55M
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$2.04M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.55M

Sector Composition

1 Industrials 1.22%
2 Healthcare 1.08%
3 Consumer Staples 1.05%
4 Technology 0.71%
5 Consumer Discretionary 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$441K 0.11%
6,101
-415
77
$436K 0.11%
+2,060
78
$421K 0.1%
6,021
79
$418K 0.1%
10,442
-1,600
80
$415K 0.1%
3,081
-3
81
$410K 0.1%
2,767
-2
82
$400K 0.1%
4,236
-7
83
$361K 0.09%
5,848
-17
84
$345K 0.08%
1,537
85
$332K 0.08%
2,908
+90
86
$324K 0.08%
+1,665
87
$307K 0.07%
860
-600
88
$296K 0.07%
4,327
-4
89
$288K 0.07%
11,385
+5,134
90
$284K 0.07%
1,913
+1
91
$283K 0.07%
1,231
-4
92
$275K 0.07%
4,313
-2,507
93
$272K 0.07%
766
-1
94
$208K 0.05%
6,956
+3,138
95
$195K 0.05%
+1,380
96
$134K 0.03%
3,181
+1,433
97
$111K 0.03%
+1,480
98
$93.6K 0.02%
+1,550
99
$52.9K 0.01%
591
-23
100
$9.9K ﹤0.01%
333
-17
1 2 3
4
5